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 agent to help build the So Fi Protect business and deliver exceptional experiences for So Fi members. So Fi Protect is the in-house insurance agency helping So Fi 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 So Fi business, you will also be integral in building out the core processes and functions to shape and define how insurance is sold at So Fi.

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.

What you’ll do:

• 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 So Fi 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 So Fi 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.

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:

• 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

Nice to have

• Independent agency experience working with broad range of insurance carriers

• Servicing experience

• Life insurance experience

• Though not guaranteed, a successful agent has the potential to earn compensation ranging from $53k - $75k in their first year, with top performers able to reach up to $90k, through a combination of hourly pay and incentive compensation. These numbers are subject to change based on the business and incentive strategy

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 So Fi page!
So Fi 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
So Fi is committed to an inclusive culture. As part of this commitment, So Fi 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.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska 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.