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Full-Time

Insurance Agent

Protect

Confirmed live in the last 24 hours

SoFi

SoFi

1,001-5,000 employees

Offers diverse personal finance solutions

Financial Services
Fintech

Compensation Overview

$15Hourly

+ Incentive based compensation

Mid

Frisco, TX, USA + 3 more

More locations: Charlotte, NC, USA | Jacksonville, FL, USA | Cottonwood Heights, UT, USA

Category
Insurance
Finance & Banking
Required Skills
Sales
Communications
Requirements
  • 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
Responsibilities
  • 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

SoFi provides a variety of financial services aimed at helping individuals manage their money effectively. Its offerings include home loans, personal loans, student loan refinancing, credit cards, and investment options. SoFi's platform is designed to be user-friendly and mobile-first, allowing members to easily access and utilize these services. The company differentiates itself from competitors by offering a comprehensive suite of financial products under one roof, along with educational resources to assist users in making informed financial decisions. SoFi's goal is to create a seamless experience for its members, encouraging them to engage with multiple services while fostering an inclusive environment.

Company Stage

IPO

Total Funding

$6.2B

Headquarters

San Francisco, California

Founded

2011

Growth & Insights
Headcount

6 month growth

6%

1 year growth

9%

2 year growth

19%
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Simplify's Take

What believers are saying

  • SoFi's strategic partnerships and securitization deals, such as the $350M loan securitization with PGIM, bolster its lending capabilities and financial stability.
  • The company's innovative approach to financial wellness, including the integration of spending, saving, and lending products, offers employees a dynamic and forward-thinking work environment.
  • SoFi's commitment to inclusivity and a welcoming environment fosters a positive workplace culture, enhancing employee satisfaction and retention.

What critics are saying

  • Regulatory challenges, such as the recent $1.1M fine for failing to verify customer accounts, could impact SoFi's reputation and operational costs.
  • The competitive fintech landscape requires continuous innovation to maintain market share, posing a risk if SoFi fails to keep pace with industry advancements.

What makes SoFi unique

  • SoFi's mobile-first approach and comprehensive suite of financial services create a seamless, integrated experience that sets it apart from traditional financial institutions.
  • The company's focus on member-centric services, including discounted financial planning and educational resources, enhances customer loyalty and engagement.
  • SoFi's recent expansion into alternative investments through partnerships like Templum provides unique investment opportunities for retail investors, distinguishing it from other fintech platforms.

Benefits

You’re taken care of. SoFi employees receive comprehensive health, vision, dental, life insurance, and disability benefits—as well as flexible time off, fitness, fertility, and family planning options.

Realize your ambitions. We want to help our employees achieve financial freedom, just like our members. That’s why we contribute $200 per month toward your student loans to help pay down your debt—plus free financial classes.

Never stop learning. We offer frequent training, mentorship opportunities, and leadership programs to develop our people. We also cover tuition costs for approved programs, up to $5,250 per year.