Licensed Insurance Sales Agent

NerdWallet
New York
Workplace: HybridFull timeUSD 88,333 - 99,333 annuallyFunction: SalesExperience: 1-5 yearsEducation: high_schoolSkills: ["Communication","Customer service","Sales","Organization","Problem-solving"]

This role drives the insurance sales process for NerdWallet Insurance Experts, handling quoting, comparison, and binding of Home, Auto, Umbrella, and Flood insurance plus ongoing policy support. It combines inbound high-intent leads with regulatory compliance, daily client consultations, and a hybrid in-office/remote work model in New York City to achieve sales targets and build lasting client relationships.

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FursaFursa
NerdWallet
NerdWallet
1 year ago

Licensed Insurance Sales Agent

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

This role drives the insurance sales process for NerdWallet Insurance Experts, handling quoting, comparison, and binding of Home, Auto, Umbrella, and Flood insurance plus ongoing policy support. It combines inbound high-intent leads with regulatory compliance, daily client consultations, and a hybrid in-office/remote work model in New York City to achieve sales targets and build lasting client relationships.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Conduct client consultations to evaluate insurance needs and potential risk.
  • •Prepare and submit insurance applications and related documentation; assist with policy renewals.
  • •Explain policy terms, coverage, and pricing clearly; manage client inquiries throughout the process.
  • •Lead follow-ups, policy renewals, and claims support to maintain client relationships.
  • •Meet or exceed sales targets and contribute to revenue growth.

Pay and Benefits

Salary: USD 88,333 - 99,333 annually
Perks:Health InsuranceDentalVision401kRemote WorkWellness Stipend

Key Requirements

  • •Active Property and Casualty Insurance License.
  • •Minimum of 1 year experience as a P&C insurance agent; 3-5+ years for Level II agent.
  • •Proficiency in CRM tools, email platforms, and quoting software.
  • •Experience quoting, selling, and servicing personal lines insurance products.
  • •Familiarity with personal lines insurance carriers and their underwriting processes.
Experience:1-5 yearsInsurance
Education:High School
Skills:CommunicationCustomer serviceSalesOrganizationProblem-solving
Licenses:Property & Casualty Insurance License
Languages:English
Tech Stack:CRM toolsQuoting softwareGoogle DocsZoomSlack

Company Brief

NerdWallet
NerdWallet provides personal finance guidance, comparison tools, and financial product recommendations (credit cards, mortgages, insurance, loans) to help consumers and small businesses make informed money decisions via content, calculators, and advisory services.
Industry: Publishing
Company Size: Large (251 to 1,000 employees)
Revenue: USD 500M to 1B
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 2009
Glassdoor
Glassdoor: 3.5
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