Insurance Sales Agent

About the JobLicensed Insurance Agents at NerdWallet support customers by quoting, comparing, and binding insurance products from our carrier partners. They also assist with servicing newly bound policies and cross-selling additional insurance solutions based on customer needs.In this role, you’ll help individuals and businesses find the right insurance coverage. Core responsibilities include assessing client needs, explaining policy options, assisting with applications, and managing renewals. You’ll also provide claims support and ensure compliance with applicable regulations, while contributing to sales efforts and business growth.Where You Can Make an ImpactConduct client assessments to evaluate insurance needs and potential risksRecommend appropriate products including auto, home, life, and health insuranceClearly explain policy terms, coverage, and pricingPrepare and submit insurance applications and related documentationManage policy renewals and support clients through the claims processStay informed on current products, compliance requirements, and industry updatesBuild strong client relationships and contribute to revenue growthMeet or exceed sales targets and maintain high client retentionEnsure accurate documentation and timely processing of applicationsReport on sales performance and relevant metricsDay-to-day activities include:Client consultations and quotingPolicy comparisons and application processingLead follow-ups, policy renewals, and claims supportCompliance with licensing and industry standardsOngoing training and product knowledge developmentYour ExperienceActive Property and Casualty Insurance LicenseMinimum of 1 year experience as an insurance agentHigh school diploma or equivalentFamiliarity with personal lines insurance carriers and their underwriting processesProficiency in CRM tools, email platforms, and quoting softwareExperience quoting, selling, and servicing personal lines insurance productsUnderstanding of relevant insurance products and regulationsKey SkillsStrong written and verbal communicationCustomer service and relationship-buildingSales acumen and persuasive abilitiesStrong organizational skills and attention to detailProblem-solving and claims resolutionPreferred QualificationsPrevious experience in sales or customer serviceWork LocationThis is a full-time role requiring a minimum of 40 hours per week. Work may be performed:From one of our offices in New York or Phoenix, orIn a hybrid model, with at least 3 days per week in-officeYou’ll use NerdWallet's communication and productivity tools such as Google Docs, Zoom, and Slack, and a company-provided laptop.What We OfferPay TransparencyThis is a non-exempt, hourly role with additional commission-based earnings. On-target earnings (OTE) reflect the expected total compensation, combining base pay and commissions.Insurance Agent IIBase Pay: $56,000 annually ($26.92 paid hourly)Commission: Uncapped earning potential based on performanceOn-Target Earnings: $93,333 annuallyFinal leveling (Agent I vs. Agent II) will be determined by the hiring manager based on experience.Work Hard, Stay Balanced (Benefits)Industry-leading medical, dental, and vision coverage for employees and dependentsRejuvenation Policy: PTO + 11 holidays + 4 mental health daysNew Parent Leave for birth, adoption, or foster careMental health support and resourcesPaid sabbatical to recharge and explore interestsHealth and Dependent Care FSA, plus HSA with monthly NerdWallet contributionMonthly stipends for wellness, cell phone, and WiFiWork-from-home equipment stipend and co-working space supportHave Some FunNerd-led Employee Resource Groups (Parents, Diversity & Inclusion, Women, LGBTQIA, and more)Company-wide events, team activities, and hackathonsNerdLove employee appreciation events and annual charity auctionVolunteer Time Off (8 hours per quarter) + donation matchingPlan for Your Future401(k) with company matchEarly access to NerdWallet financial tools and productsUnlimited sessions with a Certified Financial Planner (CFP) via NorthstarEmployer-paid disability and life insuranceLegal and ComplianceCalifornia residents: Please review this important privacy noticeNerdWallet is an Equal Opportunity Employer, committed to a diverse and inclusive workforceWe consider qualified applicants with criminal histories under the California, San Francisco, and Los Angeles Fair Chance ActsNerdWallet participates in E-Verify. For more info:E-Verify Participation Poster (English & Spanish)Right to Work Poster (English) | Spanish

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