Job Description

Employee Applicant Privacy Notice

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 lead the SoFi Protect sales team. This person will oversee associate managers and 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 Insurance.

We're seeking a highly organized and member-focused Personal Lines Insurance Manager to lead our dedicated 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 setting KPIs, sales cadence, workflows, and holding associate managers accountable to goals. You will be coaching the coaches, ensuring they are equipped with the information and skills to push the team forward on a day to day basis. You will set the standards for our team 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. You will also be integral in partnering with cross-functional team members to iterate on core processes and functions to shape and define how insurance is sold at SoFi.

What you’ll do:

• Provide leadership and coaching strategies for our associate managers
• Own the sales team KPIs and ensure the associate managers and agents are equipped with the resources to achieve the goals
• Manage capacity and hiring plans for the sales team
• Set the culture for the sales team, fostering a collaborative and high-performance environment
• Develop and implement strategies to achieve agency goals for sales
• Coach and assist managers on best practices as they set goals for the individual agents
• Work collaboratively with cross-functional teams to help further enhance the business.

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:

• 10+ 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

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

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.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.