Associate Manager, Protect
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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
SoFi 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 Rights
SoFi is committed to an inclusive culture. 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 accommodations@sofi.com.
We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time.
Skills
As published by greenhouse · 21 questions
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (10)
- Today's Date of Application (MM/DD/YY Format)
- LinkedIn Profile optional
- Website optional
- Preferred Name (if different from legal name) optional
- Home Address Line 1
- Home Address Line 2 optional
- Home Address City
- Home Address State
- Home Address Zip Code
- Home Address CEP (Brazil Only) optional
Pick from a list (11)
- Will you now or in the future require SoFi to commence (“sponsor”) an immigration case in order to employ you?
- Have you worked at or been a consultant for SoFi or any company subsequently acquired by a SoFi entity (including Galileo Financial Technologies, Technisys, Wyndham Capital Mortgage, Zenbanx, 8 Securities, and/or Golden Pacific Bancorp, Clara Lending)?
- Would you like to receive marketing communications about careers at SoFi and SoFi Tech Solutions?
- Are you authorized to lawfully work in the country where this role is located?
- Are you currently a SoFi or SoFi Tech Solutions (formerly Galileo) employee?
- I acknowledge that by providing my phone number, I agree to receive text messages from SoFi Technologies in relation to this job application. Message frequency varies. Reply STOP to opt-out of future messaging. Reply HELP for help. Message and data rates may apply.
- Are you currently employed with or have been employed by Deloitte? Deloitte is our external financial auditor and due diligence may be performed prior to employment to ensure independence requirements are met. If you indicate yes, you agree that certain information may need to be disclosed to Deloitte before employment to confirm independence.
- Do you currently hold, or intend to hold, any FINRA licenses if employed by SoFi? (i.e., Series 7, Series 24, Series 27, Series 99, etc.)
- What FINRA license(s), if any, do you currently hold?
- Are you currently located within, or planning to relocate to be within, a reasonable commute of any of this job's listed hiring locations?
- Home Address Country