Insurance Agent

1 week ago

Jacksonville, United States Social Finance (SoFi) Full time

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 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
  • Ability to analyze members‘ needs and provide a tailored insurance solution
  • Self-motivated, resourceful, and flexible with the ability to take an entrepreneurial approach to problem-solving

Nice to haves:

  • Independent agency experience working with broad range of insurance carriers
  • Servicing experience
  • Life insurance experience

** Though not guaranteed, a successful agent has the potential to earn compensation ranging from $48k - $70k in their first year, through a combination of base pay and incentive compensation ***

Compensation and BenefitsThe base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate‘s experience, skills, and location.To view all of our comprehensiveand competitivebenefits, visit ourBenefits at SoFipageSoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email .Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.Internal EmployeesIf you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

  • Insurance Sales Agent

    6 days ago

    Jacksonville, Florida, United States Allstate Insurance Company Full time

    National General, a subsidiary of Allstate Corporation, is a leading provider of personal and commercial insurance products. We empower our Insurance Sales Agents to excel in a dynamic performance-driven environment.Compensation: Our Insurance Sales Agents can earn an estimated $45,000 to $55,000 in the first year, increasing to $65,000 to $70,000 in the...

  • Wanted Former Consolidated Planning Life Insurance Agent

    5 days ago

    Jacksonville, United States Pope Insurance Group LLC Full time

    SPECIAL ATTENTION TO FORMER CONSOLIDATED BENEFITS AGENTS OR FORMERLY AFFILATED WITH SENIOR LIFE INSURANCE COMPANY. If you are formerly associated with the above company or agency and recently displaced by CONSOLIDATED BENIFITS no longer being contracted with Senior Life, then we welcome you with Open Arms.No longer will you have to be burdened with lead debt...

  • Insurance Account Position

    2 months ago

    Jacksonville, United States Chris Nickas - State Farm Agent Full time

    Benefits: 401(k) matching Bonus based on performance Competitive salary Paid time off Training & development ROLE DESCRIPTION:Chris Nickas - State Farm Agent is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our Insurance Account...

  • Life Insurance Sales Agent

    1 week ago

    Jacksonville, United States Kemper Full time

    Location(s)Jacksonville, FloridaDetailsKemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge, and a...

  • Life Insurance Sales Agent

    7 days ago

    Jacksonville, United States Kemper Full time

    Location(s) Jacksonville, Florida Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge,...

  • Life Insurance Sales Agent

    7 days ago

    Jacksonville, United States Kemper Full time

    Location(s) Jacksonville, Florida Details Kemper is one of the nation's leading specialized insurers. Our success is a direct reflection of the talented and diverse people who make a positive difference in the lives of our customers every day. We believe a high-performing culture, valuable opportunities for personal development and professional challenge,...

  • Insurance Support Specialist

    5 days ago

    Jacksonville, North Carolina, United States Tina Glover - State Farm Agent Full time

    Job OverviewTina Glover - State Farm Agent is a leading insurance agency dedicated to providing exceptional service. Our team is seeking a highly organized and detail-oriented individual to join us as an Insurance Support Specialist.Key ResponsibilitiesGreet clients, respond to inquiries, and handle client communication in a professional manner.Manage...

  • Insurance Sales and Customer Relationship Specialist

    4 days ago

    Jacksonville, Florida, United States Parvez Sahotra - State Farm Agent Full time

    Job OverviewA State Farm Insurance Agent located in Jacksonville, FL is seeking a career-oriented professional to join their team. As a team member for Parvez Sahotra - State Farm Agent, you will build and develop customer relationships within the community to promote insurance products including auto, home, and life.

  • Insurance Agent: Thrive in a Dynamic Sales Environment

    4 days ago

    Jacksonville, Florida, United States The Baldini Agency Full time

    About the RoleWe are seeking a skilled and motivated Insurance Agent to join our team at The Baldini Agency. As an Insurance Agent, you will play a crucial role in helping clients navigate the complexities of insurance products and find the best solutions for their needs.With a strong understanding of various types of insurance policies and underwriting...

  • Insurance Business Development Specialist

    5 days ago

    Jacksonville, Florida, United States Chris Nickas - State Farm Agent Full time

    Job OverviewWe are seeking a highly skilled Insurance Account Representative to join our team at Chris Nickas - State Farm Agent. As an Insurance Account Representative, you will play a vital role in growing our agency through meaningful client relations and acting as a liaison between customer needs and agency departments.

  • Life Insurance Position

    6 days ago

    Jacksonville, Florida, United States Christopher Patrick - State Farm Agent Full time

    As a Life Insurance Position with Christopher Patrick - State Farm Agent, you will have the opportunity to establish customer relationships and follow up as needed. This role requires providing prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes,...

  • Administrative Insurance Professional

    4 days ago

    Jacksonville, Florida, United States Insure-All Insurance Agency Full time

    About Insure-All Insurance AgencyLocated in the greater Jacksonville area, we are a well-established independent insurance agency seeking an experienced Clerical Associate.Salary and BenefitsThe salary for this position is commensurate with the candidate's abilities and willingness to obtain licensure. We offer a competitive compensation package and a...

  • Customer Service Representative

    6 months ago

    Jacksonville, United States Margie Williams - State Farm Agent Full time

    Position OverviewI am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills,...

  • Insurance Growth Specialist

    4 days ago

    Jacksonville, Florida, United States Brandi Mark - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and sales-driven Account Representative to join our team at Brandi Mark - State Farm Agent. As an Insurance Growth Specialist, you will play a vital role in growing our agency through meaningful client relationships and acting as a liaison between customer needs and agency departments.About the RoleThe ideal...

  • Insurance Agent, Protect

    4 weeks ago

    jacksonville, United States SoFi Full time

    Employee Applicant Privacy NoticeWho 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...

  • Office Representative

    6 months ago

    Jacksonville, United States Christopher Patrick - State Farm Agent Full time

    Position Overview: Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.  Responsibilities: Establish customer relationships and...

  • Receptionist - State Farm Agent Team Member

    4 months ago

    Jacksonville, United States Jay Jackson - State Farm Agent Full time

    Position Overview:Are you a vibrant individual who thrives on providing exceptional customer experiences? Do you relish the opportunity to engage with the public and make a positive impact? If your answer is a resounding "yes," then embarking on a career journey with a State Farm independent contractor agent might just be the perfect fit for you! Our agents...

  • Insurance Agent, Protect

    2 months ago

    Jacksonville, United States SoFi Full time

    Employee Applicant Privacy NoticeWho 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...

  • Front Desk Coordinator

    5 days ago

    Jacksonville, Florida, United States Carla Fenzel - State Farm Agent Full time

    OverviewCarla Fenzel - State Farm Agent is a leading insurance agency committed to delivering exceptional service to clients.CompensationThe estimated annual salary for this role is $45,000-$60,000 depending on experience and location.Job DescriptionAs a Receptionist - State Farm Agent Team Member, you will be responsible for greeting clients warmly,...

  • Insurance Business Development Professional

    6 days ago

    Jacksonville, Florida, United States Chris Nickas - State Farm Agent Full time

    Job OverviewChris Nickas - State Farm Agent is seeking a results-driven Insurance Account Position who can capitalize on opportunities and establish lasting client relationships. As a key member of our team, your expertise in insurance products and industry trends enables you to communicate effectively with clients, identify their needs, and promote...