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 I (AZ): $75,000 OTE (Base rate: $21.63/hr + commission)

• Insurance Agent II (AZ): $83,333 OTE (Base rate: $24.04/hr + commission)

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