Insurance Agent
2 weeks ago
We are seeking an experienced Insurance Agent to join our team at Social Finance Ltd. as part of our SoFi Protect business. As an Insurance Agent, you will play a critical role in helping our members protect their financial well-being by providing guidance and support in selecting the right insurance products.
Key Responsibilities- Engage with potential and current members to understand their insurance needs and provide tailored solutions.
- Manage a pipeline of leads and drive the entire lifecycle of the insurance sale from intake to quoting to fulfillment.
- Collaborate with cross-functional teams to enhance the business and identify opportunities for growth.
- Work closely with the Business Lead of Protect to build out the operational capabilities of SoFi Protect.
- Identify cross-sell opportunities and help close any coverage gaps.
- 2+ years of experience selling Property & Casualty Insurance.
- 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.
- Ability to multitask and stay organized to meet deadlines.
- Ability to analyze members' needs and provide a tailored insurance solution.
- Independent agency experience working with a broad range of insurance carriers.
- Servicing experience.
- Life insurance experience.
Social Finance Ltd. is a next-generation financial services company and national bank using innovative, mobile-first technology to help our members reach their financial goals. We are committed to embracing diversity and offer a comprehensive and competitive benefits package to our employees.
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