Licensed Insurance Sales Agent

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

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

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.

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.

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, as well as the Los Angeles Fair Chance Act, which requires this notice.

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 )

Right to Work Poster (English) / (Spanish/Español)