Sell and advise SoFi members on Life, Home, and Auto insurance through phone, email, text, and chat. Manage leads and the full sales lifecycle from intake through quoting and fulfillment, identify cross-sell opportunities, close coverage gaps, and help build operational processes for the growing SoFi Protect business.

Act as a licensed insurance frontline specialist supporting post-purchase customer journeys via phone, email, text, and chat. Troubleshoot billing, process endorsements, adjust coverage across carrier portals, collect documentation, monitor renewals and retention opportunities, identify cross-sell/upsell, and help save at-risk accounts.

Sell and advise SoFi members on life, home, and auto insurance via phone, email, text, and chat. Manage leads and a sales pipeline, run the full sales lifecycle from intake to fulfillment across multiple carriers, identify cross-sell opportunities, and help build operational processes for the SoFi Protect business while collaborating with cross-functional teams.