Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us
Together with our members, we’re changing the way people think about and interact with personal finance
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way
Join us to invest in yourself, your career, and the financial world
The role: We are looking for an experienced insurance agent to help build the SoFi Protect business and deliver exceptional experiences for SoFi members. SoFi Protect is the in-house insurance agency helping SoFi members fulfill their protection needs across Life, Home, and Auto Insurance
If you like to SELL and ADVISE customers this role is for you. You will interact with members via 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
This opportunity is for go-getters who want to be in a business at an early stage, helping to shape the future and accelerate their careers in sales and operations. By running after problems, putting members first, and having a positive approach, you will thrive and deliver differentiated experiences for our members
What you’ll do: 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
We are a small team looking for someone who wants to be collaborative, identify problems, and have a voice in making the business better
What you’ll need: 2+ years of experience selling Property & Casualty Insurance Must have valid state active licenses in Property & Casualty or Personal Lines insurance Excellent written a