Licensed Insurance Sales Agent

NerdWallet Insurance ExpertsAt NerdWallet, we're on a mission to bring clarity to all of life's financial decisions and every great mission needs a team of exceptional Nerds. We've built an inclusive, flexible, and candid culture where you're empowered to grow, take smart risks, and be unapologetically yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.NerdWallet is excited to introduce NerdWallet Insurance Experts —a brand-new segment of NerdWallet designed to help consumers make the smartest choices with their money by simplifying insurance shopping. As NerdWallet's Property & Casualty insurance agency, we focus exclusively on personal lines products. As a Licensed Insurance Agent, you'll play a key role in this launch by guiding customers through quoting, comparing, and binding Home, Auto, Umbrella, and Flood insurance from our network of trusted carrier partners.Unlike traditional sales roles, you'll engage daily with a steady flow of high-intent inbound leads generated by NerdWallet, empowering you to focus on building relationships and delivering value. This is your opportunity to get in on the ground floor of a growing team and make an impact early.Where You Can Make An Impact:Conduct client assessments to evaluate insurance needs and potential riskMeeting/Exceeding sales goals by policy premiumRecommend appropriate products including auto, home, life, and health insuranceClearly explain policy terms, coverage, and pricingPrepare and submit insurance applications and related documentationManage policy renewals and support clients through the claims processStay informed on current products, compliance requirements, and industry updatesBuild strong client relationships and contribute to revenue growthMeet or exceed sales targets and maintain high client retentionEnsure accurate documentation and timely processing of applicationsReport on sales performance and relevant metricsDay-to-day activities include:Client consultations and quotingPolicy comparisons and application processingLead follow-ups, policy renewals, and claims supportCompliance with licensing and industry standardsOngoing training and product knowledge developmentYour Experience:Active Property and Casualty Insurance LicenseMinimum of 1 year experience as a P&C insurance agent; 3-5+ years for Level II agentHigh school diploma or equivalentFamiliarity with personal lines insurance carriers and their underwriting processesIndependent agency (or similar) background in personal lines, with demonstrated success quoting/binding across a multi-carrier marketplace required for Level II agent, preferred for Level IProficiency in CRM tools, email platforms, and quoting softwareExperience quoting, selling, and servicing personal lines insurance productsUnderstanding of relevant insurance products and regulationsKey Skills:Strong written and verbal communicationCustomer service and relationship-buildingSales acumen and persuasive abilitiesStrong organizational skills and attention to detailProblem-solving and claims resolutionPreferred Qualifications:Previous experience in sales or customer serviceWhere:This role will be remote (based in the U.S.)We believe great work can be done anywhere. No matter where you are based, NerdWallet offers benefits and perks to support the physical, financial, and emotional well being of you and your family.What We Offer:Pay TransparencyThis is a non-exempt, hourly role with additional uncapped commission-based earnings. On-target earnings (OTE) reflect the expected total compensation, combining base pay and commissions.Final leveling will be determined by the hiring manager based on experience.Work Hard, Stay Balanced (Life's a series of balancing acts, eh?)Industry-leading medical, dental, and vision health care plans for employees and their dependentsRejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdownNew Parent Leave for employees with a newborn child or a child placed with them for adoption or foster careMental health supportPaid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interestsHealth and Dependent Care FSA and HSA Plan with monthly NerdWallet contributionMonthly Wellness Stipend, Cell Phone Stipend, and Wifi Stipend (Only remote Nerds are eligible for the Wifi Stipend)Work from home equipment stipend and co-working space subsidy (Only remote Nerds are eligible for these stipends)Have Some Fun! (Nerds are fun, too)Nerd-led group initiatives – Employee Resource Groups for Parents, Diversity, and Inclusion, Women, LGBTQIA, and other communitiesHackathons and team events across all teams and departmentsCompany-wide events like NerdLove (employee appreciation) and our annual Charity AuctionOur Nerds love to make an impact by paying it forward – Take 8 hours of volunteer time off per quarter and donate to your favorite causes with a company matchPlan for your future (And when you retire on your island, remember the little people)401K with 4% company matchBe the first to test and benefit from our new financial products and toolsFinancial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through NorthstarDisability and Life Insurance with employer-paid premiumsIf you are based in California, we encourage you to read this important information for California residents linked here.NerdWallet is committed to pursuing and hiring a diverse workforce and is proud to be an equal opportunity employer. We prohibit discrimination and harassment on the basis of any characteristic protected by applicable federal, state, or local law, so all qualified applicants will receive consideration for employment.NerdWallet will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and the San Francisco Fair Chance Act, which requires this notice, as well as the Los Angeles Fair Chance Act, which requires this notice.NerdWallet participates in the Department of Homeland Security U.S. Citizenship and Immigration Services E-Verify program for all US locations. For more information, please see:E-Verify Participation Poster (English+Spanish/Español)Right to Work Poster (English) / (Spanish/Español)