Sell and advise customers 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 SoFi Protect’s processes and services. Collaborate cross-functionally while delivering tailored insurance solutions and meeting sales goals.

Serve as a licensed insurance customer service professional handling post-purchase support: troubleshoot billing, process endorsements, adjust coverage, navigate carrier portals, monitor retention, review renewals, identify cross-sell and upsell opportunities, and support agents by resolving inquiries across phone, email, text, and chat.

Sell and advise SoFi members on Life, Home, and Auto insurance via phone, email, text, and chat. Manage leads and pipeline, drive sales from intake to fulfillment across carrier panels, identify cross-sell opportunities, and help build operational processes for the SoFi Protect business while collaborating with cross-functional teams.