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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 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
Skills Required
- 10+ years of experience selling Property and Casualty Insurance
- Proven experience managing a team
- Experience in hiring, coaching, performance management, and team member development
- Ability to manage time and resources within teams, departments, and cross-functional groups
- Valid active state license in Property and Casualty or Personal Lines insurance
- Excellent written and verbal communication skills
- Ability to multitask and stay organized to meet deadlines
- Self-motivated, resourceful, flexible, and entrepreneurial problem-solving approach
- Independent agency experience with a broad range of insurance carriers
- Insurance servicing experience
- Life insurance experience
What the Team is Saying
SoFi Compensation & Benefits Highlights
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Healthcare Strength — Core coverage is described as comprehensive—medical, dental, and vision—along with company‑paid life and disability insurance, HSA/FSA options, and access to mental‑health support including therapy sessions and EAP resources. Materials also note heavily subsidized U.S. medical premiums and no‑cost digital mental‑health care.
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Parental & Family Support — Public benefits list up to 12 weeks of fully paid parental leave, plus fertility/adoption/surrogacy support, paid caregiver leave, and subsidized backup child/elder care. Pet insurance and related family‑oriented resources are also highlighted.
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Affordable Benefits — Benefits pages describe significantly subsidized medical coverage, 100% employer‑paid premiums for certain dental/vision plans, and employer HSA contributions on HDHP options. These features point to lower out‑of‑pocket costs for several core benefits.
SoFi Insights
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
