Insurance Sales Agent at NerdWallet

New York, New York, United States

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$56,000 – $93,300Compensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

InsuranceIndustries

Requirements

Active Property and Casualty Insurance License
Minimum of 1 year experience as an insurance agent
High school diploma or equivalent
Familiarity with personal lines insurance carriers and their underwriting processes
Proficiency in CRM tools, email platforms, and quoting software
Experience quoting, selling, and servicing personal lines insurance products
Understanding of relevant insurance products and regulations
Key skills: Strong written and verbal communication, customer service and relationship-building, sales acumen and persuasive abilities, strong organizational skills and attention to detail, problem-solving and claims resolution
Preferred: Previous experience in sales or customer service
Full-time availability (minimum 40 hours per week) in hybrid model with at least 3 days per week in-office (New York or Phoenix)

Responsibilities

Conduct client assessments to evaluate insurance needs and potential risks
Recommend appropriate products including auto, home, life, and health insurance
Clearly explain policy terms, coverage, and pricing
Prepare and submit insurance applications and related documentation
Manage policy renewals and support clients through the claims process
Stay informed on current products, compliance requirements, and industry updates
Build strong client relationships and contribute to revenue growth
Meet or exceed sales targets and maintain high client retention
Ensure accurate documentation and timely processing of applications
Report on sales performance and relevant metrics
Day-to-day activities: Client consultations and quoting, policy comparisons and application processing, lead follow-ups, policy renewals, and claims support
Comply with licensing and industry standards
Participate in ongoing training and product knowledge development

Skills

Property and Casualty License

CRM

Quoting Software

Email Platforms

Insurance Quoting

Policy Servicing

Claims Support

Client Assessments

Sales Targets

Underwriting Processes

NerdWallet

Financial guidance platform for personal finance

About NerdWallet

NerdWallet helps individuals make informed financial decisions by providing resources and tools for comparing credit cards, mortgages, personal loans, and insurance. The platform is user-friendly, featuring calculators and educational content that simplify complex financial concepts. Unlike competitors, NerdWallet operates on an affiliate marketing model, allowing it to offer services for free while earning revenue through partnerships with financial institutions. The company's goal is to empower consumers to manage their finances better by providing clear and comprehensive information.

San Francisco, CaliforniaHeadquarters

2009Year Founded

$67.1MTotal Funding

IPOCompany Stage

Fintech, Financial ServicesIndustries

501-1,000Employees

Benefits

Health and wellness

Retirement support

True work-life balance

Career development

Employee resource groups

Employee engagement

Risks

Next Door Lending's past compliance issues pose potential regulatory risks for NerdWallet.

Affiliate marketing reliance may be threatened by shifts in financial institutions' budgets.

Intensifying competition in personal finance could erode NerdWallet's market share.

Differentiation

NerdWallet offers personalized, unbiased financial advice to empower consumer decision-making.

The platform integrates financial tools and expert content for comprehensive financial guidance.

NerdWallet's user-friendly design simplifies complex financial concepts for a broad audience.

Upsides

Growing demand for financial literacy tools boosts NerdWallet's user engagement.

Partnerships with fintech firms enhance NerdWallet's comprehensive financial solutions.

Rising interest in ethical investing aligns with NerdWallet's tailored advice offerings.

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