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Insurance Agent at SoFi - ApplyBlast

Insurance Agent

SoFi

1 month ago

4.2 on Glassdoor

United States

Onsite

Full Time

Medior

2 applicants

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About this role

SoFi is seeking an experienced Insurance Agent to build and grow the SoFi Protect business by delivering exceptional member experiences across Life, Home, and Auto insurance. The role involves advising members through coverage conversations via phone, email, and chat, while managing the entire sales lifecycle from lead intake to fulfillment. This position offers the opportunity to shape core processes and functions for a newer segment of the business, driving sales and operational excellence.

Responsibilities

Engage members via phone, email, text, and chat to assist with insurance needs
Manage pipeline of leads and drive entire insurance sale lifecycle from intake to fulfillment
Identify cross-sell opportunities and help close coverage gaps for members

Skills

Qualifications

valid state active licenses in Property & Casualty or Personal Lines insurance

About SoFi

sofi.com

Headquarters

San Francisco, California, United States

Company Size

1001-5000 employees

Founded

2011

View Profile

SoFi is a digital personal finance company offering products including student loan refinancing, personal loans, mortgages, investing, banking, credit cards, and financial planning tools.