Insurance Sales Agent

About the Job

Licensed Insurance Agents at NerdWallet support customers by quoting, comparing, and binding insurance products from our carrier partners. They also assist with servicing newly bound policies and cross-selling additional insurance solutions based on customer needs.

In this role, you’ll help individuals and businesses find the right insurance coverage. Core responsibilities include assessing client needs, explaining policy options, assisting with applications, and managing renewals. You’ll also provide claims support and ensure compliance with applicable regulations, while contributing to sales efforts and business growth.

Where You Can Make an Impact

• 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 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

Your Experience

• 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 Qualifications

• Previous experience in sales or customer service

Work Location

This is a full-time role requiring a minimum of 40 hours per week. Work may be performed:

From one of our offices in New York or Phoenix, or

In a hybrid model, with at least 3 days per week in-office

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 Transparency

This is a non-exempt, hourly role with additional commission-based earnings. On-target earnings (OTE) reflect the expected total compensation, combining base pay and commissions.

Insurance Agent II

Base Pay: $56,000 annually ($26.92 paid hourly)

Commission: Uncapped earning potential based on performance

On-Target Earnings: $93,333 annually

Final leveling (Agent I vs. Agent II) will be determined by the hiring manager based on experience.

Work Hard, Stay Balanced (Benefits)

Industry-leading medical, dental, and vision coverage for employees and dependents

Rejuvenation Policy: PTO + 11 holidays + 4 mental health days

New Parent Leave for birth, adoption, or foster care

Mental health support and resources

Paid sabbatical to recharge and explore interests

Health and Dependent Care FSA, plus HSA with monthly NerdWallet contribution

Monthly stipends for wellness, cell phone, and WiFi

Work-from-home equipment stipend and co-working space support

Have Some Fun

Nerd-led Employee Resource Groups (Parents, Diversity & Inclusion, Women, LGBTQIA, and more)

Company-wide events, team activities, and hackathons

NerdLove employee appreciation events and annual charity auction

Volunteer Time Off (8 hours per quarter) + donation matching

Plan for Your Future

401(k) with company match

Early access to NerdWallet financial tools and products

Unlimited sessions with a Certified Financial Planner (CFP) via Northstar

Employer-paid disability and life insurance

Legal and Compliance

• California residents: Please review this important privacy notice

  NerdWallet is an Equal Opportunity Employer, committed to a diverse and inclusive workforce

  We consider qualified applicants with criminal histories under the California, San Francisco, and Los Angeles Fair Chance Acts

  NerdWallet participates in E-Verify. For more info:

  E-Verify Participation Poster (English & Spanish)

  Right to Work Poster (English) | Spanish