Insurance Advisor — Build a Fast-Growth Insurance Platform

SoFi; Cottonwood Heights (UT); On-site; USD 41,000 - 100,000; Full time

Job summary

SoFi is seeking an experienced insurance agent to build the SoFi Protect business and deliver exceptional experiences for SoFi members. You will engage with members via phone, email, chat, and phone to provide guidance and help them through coverage conversations.

Since this is a newer part of the SoFi business, you will also be integral in building out the core processes and functions to shape and define how insurance is sold at SoFi.

Qualifications

• 2+ years of experience selling Property & Casualty Insurance.
• Must have 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 are highly preferred.
• Ability to multitask and stay organized to meet deadlines on time.
• Entrepreneurial, self-motivated and flexible with problem-solving.

Responsibilities

• Engage potential and current members via phone, email, text, and chat to assist with their insurance needs.
• Receive new leads and manage a pipeline of both SoFi members and direct-to-consumer leads.
• Drive the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers.
• Assist the Business Lead of Protect with the operational build-out of SoFi Protect products and services.
• Identify cross-sell opportunities and help close any coverage gaps.
• Work collaboratively with cross-functional teams to help further enhance the business.

Skills

Sales experience

Communication skills

Interpersonal skills

Time management

Self-motivation

Entrepreneurial mindset

Education

Property & Casualty license

Job description

SoFi is seeking an experienced insurance agent to build the SoFi Protect business and deliver exceptional experiences for SoFi members. You will engage with members via phone, email, chat, and phone to provide guidance and help them through coverage conversations.

Since this is a newer part of the SoFi business, you will also be integral in building out the core processes and functions to shape and define how insurance is sold at SoFi.