Sell and advise customers on Life, Home, and Auto Insurance through phone, email, text, and chat. Manage leads and the full insurance sales lifecycle from intake and quoting through fulfillment, identify cross-sell opportunities, address coverage gaps, and help build SoFi Protect’s processes and operations.

Leads and coaches licensed personal lines insurance agents, drives sales and service metrics, oversees insurance sales from intake through fulfillment, identifies cross-sell opportunities, and develops processes for SoFi Protect. Manages performance, hiring, team development, and carrier relationships while advising members on Home, Auto, and Life Insurance coverage.