Insurance Agent, Protect

SoFi Technologies
Charlotte
Workplace: OnsiteFull timeUSD 16 - 30 hourlyFunction: SalesExperience: 2+ yearsSkills: ["Communication","Sales","Interpersonal skills","Multitasking","Organization"]

Sell and advise members on life, home, and auto coverage as part of the SoFi Protect in-house insurance agency. Engage members across phone, email, text, and chat, manage lead pipelines, and drive each sale from intake through quoting and fulfillment with SoFi’s insurance provider panel. Help build Protect’s operational processes, identify cross-sell opportunities, and partner with cross-functional teams to improve the business.

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SoFi Technologies
SoFi Technologies
10 hours ago

Insurance Agent, Protect

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Sell and advise members on life, home, and auto coverage as part of the SoFi Protect in-house insurance agency. Engage members across phone, email, text, and chat, manage lead pipelines, and drive each sale from intake through quoting and fulfillment with SoFi’s insurance provider panel. Help build Protect’s operational processes, identify cross-sell opportunities, and partner with cross-functional teams to improve the business.
Location: Charlotte
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 support their insurance needs.
  • •Receive new leads and manage a pipeline for both SoFi members and direct-to-consumer leads.
  • •Drive the insurance sale lifecycle from intake to quoting to fulfillment using SoFi’s insurance provider panel.
  • •Assist the Business Lead with operational build-out of SoFi Protect products and services.
  • •Identify cross-sell opportunities and help close coverage gaps while collaborating with cross-functional teams.

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.
  • •Demonstrated interpersonal and sales skills with a track record of meeting or exceeding sales goals.
  • •Ability to analyze members’ needs and provide tailored insurance solutions.
Experience:2+ yearsInsurance
Skills:CommunicationSalesInterpersonal skillsMultitaskingOrganization
Licenses:Property & Casualty licensePersonal Lines license
Languages:English

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