Get AI match insights
See your fit score & personalized tips.
Engage members via phone, email, chat, and text, manage a pipeline of leads, and drive the full insurance sale lifecycle from intake to quoting to fulfillment while helping build SoFi Protect processes.
2+ years of Property & Casualty insurance sales experience, a valid state license, strong written and verbal communication, and a proven record of meeting or exceeding sales goals.
The role is critical to launching and scaling SoFi Protect, delivering essential life, home, and auto coverage to members and shaping how insurance is sold within the company.
Self‑motivated, entrepreneurial go‑getters who love selling and advising, thrive in a collaborative early‑stage environment, and enjoy solving problems to improve the business.
Employee Applicant Privacy Notice
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.
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.
We are a small team looking for someone who wants to be collaborative, identify problems, and have a voice in making the business better.
Nice to have
** Though not guaranteed, a successful agent has the potential to earn compensation ranging from $41k - $100k in their first year, with top performers able to reach above $100k, through a combination of hourly pay and incentive compensation. These numbers are subject to change based on the business and incentive strategy **
