Insurance Agent, Protect
Core
Experienced insurance agent building SoFi Protect business, delivering protection needs (Life, Home, Auto) to members via digital channels.
Role type
Insurance Agent (Sales & Operations)
Builds
SoFi Protect in-house insurance agency products and sales processes
Domain
Financial Services / Insurance
Required skills
Property & Casualty insurance sales, state active insurance licenses, lead management, sales lifecycle execution, cross-selling, needs analysis
Preferred skills
Independent agency experience, servicing experience, life insurance experience
Technologies
Email, chat, phone, text
Responsibilities
Engage members via phone/email/chat/text to assist with insurance needs; manage pipeline of SoFi members and direct-to-consumer leads; drive insurance sale lifecycle from intake to fulfillment; assist in operational build-out of products; identify cross-sell opportunities; collaborate with cross-functional teams
Seniority
Mid-level, hands-on IC