SoFi is a next-generation financial services company and national bank that is transforming personal finance. They are seeking an experienced insurance sales manager to lead a team of licensed agents in delivering exceptional experiences for members while driving sales and establishing core processes within the SoFi Protect business.
Responsibilities:
- Provide leadership and coaching for our team of sales agents, fostering a collaborative and high-performance culture
- Develop and implement strategies to achieve agency goals for sales
- Coach and assist agents on best practices as they engage potential and current members via phone, email, text, and chat to assist with their insurance needs
- Oversee 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
Requirements:
- 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
- Independent agency experience working with broad range of insurance carriers
- Servicing experience
- Life insurance experience