Licensed Insurance Sales Agent

Role Summary

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

• 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.

Responsibilities

WHERE YOU CAN MAKE AN IMPACT

• Conduct client assessments to evaluate insurance needs and potential risk
• Meeting/Exceeding Sales goals by Policy Premium
• 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 include

• Client consultations and quoting
• Policy comparisons and application processing
• Lead follow-ups, policy renewals, and claims support
• Compliance with licensing and industry standards
• Ongoing training and product knowledge development

Requirements

• Active Property and Casualty Insurance License
• Minimum 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 processes
• Independent 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 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 Qualifications

• Previous experience in sales or customer service

Benefits

Pay Transparency

• This 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 dependents
• Rejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdown
• New Parent Leave for employees with a newborn child or a child placed with them for adoption or foster care
• Mental health support
• Paid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interests
• Health and Dependent Care FSA and HSA Plan with monthly NerdWallet contribution
• Monthly 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 communities
• Hackathons and team events across all teams and departments
• Company-wide events like NerdLove (employee appreciation) and our annual Charity Auction
• Our 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 match

Plan for your future (And when you retire on your island, remember the little people)

• 401K with 4% company match
• Be the first to test and benefit from our new financial products and tools
• Financial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through Northstar
• Disability and Life Insurance with employer-paid premiums

If you are based in California, we encourage you to read this important information for California residents linked here https://www.nerdwallet.com/privacy-policy.

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 https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf, as well as the Los Angeles Fair Chance Act, which requires this notice https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.

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 https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)
• Right to Work Poster (English) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf / (Spanish/Español) https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf

About the Company

WHERE YOU CAN MAKE AN IMPACT

Customer Communications

Customer Acquisition, Retention, and Engagement

New Product Go-to-Market

Own NerdWallet’s owned-channel strategy end to end, including email, push notifications, newsletters, and other emerging channels. Set the vision for how we use each channel and how they work together to create a cohesive customer experience.

A core part of the mandate is building the engagement infrastructure underneath those experiences: the data architecture, segmentation, personalization, and automation capabilities that make relevant communication at scale possible. This is both a strategy and builder role: we’re investing in the foundation, not simply optimizing what exists today.

Drive measurable growth in customer acquisition, retention, and engagement through our owned ecosystem. Partner with GMs and Data to develop strategies tied to specific business objectives, from converting audience members into registered users and driving product adoption to deepening relationships with existing customers and creating the kind of loyalty that generates advocacy and word-of-mouth.

You’ll establish the right measures of success for each objective, build the operating rhythm around them, and own the outcomes.