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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 sales manager to join the SoFi Protect business and lead a team of licensed agents delivering exceptional experiences for SoFi members. SoFi Protect is the in-house insurance agency helping SoFi members fulfill their protection needs across Home, Auto, and Life Insurance.
We're seeking a highly organized and member-focused Personal Lines Insurance Manager to lead a team in driving sales while delivering exceptional service. If you thrive in a high-paced environment focused on SELLING and ADVISING customers this role is for you. You will be responsible for managing a team of personal lines agents as they interact with members via email, chat, and phone to provide guidance and help them through coverage conversations. You will help drive the team to achieve core metrics across sales, customer engagement, and more. Since this is a newer part of the SoFi business, you will also be integral in establishing 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 fast paced and nimble environment. 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:
Provide leadership and coaching for our team of sales agents, fostering a collaborative and high-performance cultureDevelop and implement strategies to achieve agency goals for salesCoach and assist agents on best practices as they engage potential and current members via phone, email, text, and chat to assist with their insurance needsOversee the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers.Identify cross-sell opportunities and help close any coverage gaps.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:
- 5+ years of experience selling Property & Casualty Insurance
- Proven experience managing a team
- Has strengths in hiring, coaching, performance management, and team member development
- Effectively manages time and resources within team, department and cross functionally
- Must have valid state active licenses in Property & Casualty or Personal Lines insurance
- Excellent written and verbal communication skills
- Ability to multitask and stay organized to meet deadlines on time
- Self-motivated, resourceful, and flexible with the ability to take an entrepreneurial approach to problem-solving
Nice to have:
- Independent agency experience working with broad range of insurance carriers
- Servicing experience
- Life insurance experience
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