NerdWallet · 2 months ago
Licensed Insurance Sales Agent
New York, NY
Full-time
Hybrid
Entry, Mid Level
$55K/yr - $55K/yr
1+ years expNerdWallet is on a mission to bring clarity to all of life’s financial decisions and is seeking a Licensed Insurance Sales Agent to help consumers simplify insurance shopping. In this role, you will guide customers through quoting and binding various insurance products while building relationships and contributing to revenue growth.
ConsumerFinancial ServicesInternetPersonal Finance
Responsibilities
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
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
Qualification
Required
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
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
Previous experience in sales or customer service
Benefits
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)
401K with 4% company match
Disability and Life Insurance with employer-paid premiums
Company
NerdWallet
NerdWallet develops a financial platform to help people find the right credit cards and mortgage rates.
501-1000 employees
H1B Sponsorship
NerdWallet has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (17)
2024 (19)
2023 (24)
2022 (29)
2021 (22)
2020 (24)
Funding
Current Stage
Public CompanyTotal Funding
$105MKey Investors
Camelot Financial Capital ManagementIVPSilicon Valley Bank
2021-11-04IPO
2021-05-21Secondary Market
2021-05-07Secondary Market
Leadership Team
Tim Chen
CEO
Hanah Cho
Vice President, Content
Recent News
Business – Baltimore Sun
2025-12-21
2025-12-17
2025-12-17
Company data provided by crunchbase