Licensed Insurance Sales Agent

At 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 Premium Recommend 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 agent High school diploma or equivalent Familiarity 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 I Proficiency in CRM tools, email platforms, and quoting softwareExperience quoting, selling, and servicing personal lines insurance productsUnderstanding of relevant insurance products and regulationsKey SkillsStrong written and verbal communicationCustomer service and relationship-buildingSales acumen and persuasive abilitiesStrong organizational skills and attention to detailProblem-solving and claims resolutionPreferred QualificationsPrevious experience in sales or customer serviceWhere:This is a full-time role requiring a minimum of 40 hours per week. Work may be performed:In a hybrid model, with at least 3 days per week in-office (New York Financial District)You’ll use NerdWallet's communication and productivity tools such as Google Docs, Zoom, and Slack, and a company-provided laptop.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. Insurance Agent IBase Pay: $55,000 annually ($26.44 paid hourly)Commission: $33,333 projected Incentives based on quota - Uncapped earningpotential based on performanceOn-Target Earnings: $88,333 annuallyInsurance Agent IIBase Pay: $6 ... (truncated, view full listing at source)