Insurance Agent, Protect

SoFi Technologies
United States
Workplace: OnsiteFull timeUSD 16 - 30 hourlyFunction: SalesExperience: 2+ yearsSkills: ["Communication","Interpersonal skills","Sales","Organization","Problem-solving"]

Help build and scale the SoFi Protect insurance business by engaging members and new leads via phone, email, text, and chat. Drive the full insurance sales lifecycle—from intake and quoting through fulfillment—while navigating SoFi’s insurance provider panel. Support the operational build-out with the Protect business lead, identify cross-sell opportunities, and collaborate with cross-functional partners to improve the member experience.

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FursaFursa
SoFi Technologies
SoFi Technologies
1 day ago

Insurance Agent, Protect

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Help build and scale the SoFi Protect insurance business by engaging members and new leads via phone, email, text, and chat. Drive the full insurance sales lifecycle—from intake and quoting through fulfillment—while navigating SoFi’s insurance provider panel. Support the operational build-out with the Protect business lead, identify cross-sell opportunities, and collaborate with cross-functional partners to improve the member experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Engage potential and current members via phone, email, text, and chat to assist with insurance needs
  • •Receive new leads and manage an insurance sales pipeline for both SoFi members and direct-to-consumer leads
  • •Drive the full insurance sales lifecycle from intake to quoting to fulfillment with provider panels
  • •Assist the Business Lead of Protect with operational build-out of SoFi Protect products and services
  • •Identify cross-sell opportunities and help close coverage gaps

Pay and Benefits

Salary: USD 16 - 30 hourly

Key Requirements

  • •2+ years of experience selling Property & Casualty Insurance
  • •Valid state active licenses in Property & Casualty or Personal Lines insurance
  • •Excellent written and verbal communication skills
  • •Proven interpersonal and sales skills with a track record of meeting or exceeding sales goals
  • •Ability to multitask, stay organized, and meet deadlines
Experience:2+ yearsInsuranceProperty & casualty
Skills:CommunicationInterpersonal skillsSalesOrganizationProblem-solving
Licenses:Property & Casualty insurance licensePersonal Lines insurance license

Company Brief

SoFi Technologies
Provides digital financial services including lending, banking, investing, and credit products through a consumer-focused online platform. SoFi serves individuals looking to manage money, borrow, save, invest, and protect their finances in one place.
Industry: Neobanking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2011
WebsiteLinkedIn