Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are looking for an experienced insurance agent to help build the SoFi Protect business and deliver exceptional experiences for SoFi members. SoFi Protect is the in-house insurance agency helping SoFi members fulfill their protection needs across Life, Home, and Auto Insurance. If you like to SELL and ADVISE customers this role is for you. You will interact with members via email, chat, and phone to provide guidance and help them through coverage conversations. Since this is a newer part of the SoFi business, you will also be integral in building out the core processes and functions to shape and define how insurance is sold at SoFi. This opportunity is for go-getters who want to be in a business at an early stage, helping to shape the future and accelerate their careers in sales and operations. By running after problems, putting members first, and having a positive approach, you will thrive and deliver differentiated experiences for our members. What you’ll do: - Engage potential and current members via phone, email, text, and chat to assist with their insurance needs - Receive new leads and manage a pipeline of both SoFi members and direct-to-consumer leads - Drive the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers. - Assist the Business Lead of Protect with the operational build-out of SoFi Protect products and services - Identify cross-sell opportunities and help close any coverage gaps. - Work collaboratively with cross-functional teams to help further enhance the business. We are a small team looking for someone who wants to be collaborative, identify problems, and have a voice in making the business better. What you’ll need: - 2+ years of experience selling Property & Casualty Insurance - Must have valid state active licenses in Property & Casualty or Personal Lines insurance - Excellent written and verbal communication skills - Proven interpersonal and sales skills with a track record of meeting or exceeding sales goals are highly preferred - Ability to multitask and stay organized to meet deadlines on time - Ability to analyze members' needs and provide a tailored insurance solution - Self-motivated, resourceful, and flexible with the ability to take an entrepreneurial approach to problem-solving Nice to have - Independent agency experience working with broad range of insurance carriers - Servicing experience - Life insurance experience ** Though not guaranteed, a successful agent has the potential to earn compensation ranging from $41k - $100k in their first year, with top performers able to reach above $100k, through a combination of hourly pay and incentive compensation. These numbers are subject to change based on the business and incentive strategy ** Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

• Respond to inbound calls from prospective customers for personal line auto, home, motorcycle, and other specialty insurance policies • Educate customers on insurance policy details such as coverage and pricing • Prepare and bind quotes through our carriers • Effectively problem solve and objection handle to remove barriers from the customer purchasing the policy with Jerry • Provide attentive, high energy conversation with customers that show we are actively engaged in finding a policy that best fits each individual's needs

Role Description The Gregg Blanchard Allstate Agency is one of the largest & fastest growing Agents in the country. We rank in the Top 1% of High Performing Agents in the USA, multiple award winner for all that join our team. Come join the new breed of Insurance Professionals who will have the opportunity to work remote at a high level of success with our new hyper-growth performance model. We want highly motivated and determined job seekers to APPLY TODAY . No matter your sales experience, we'll invest in your success. We understand that it takes time to build a business, to develop the proper skills and understanding, and to excel in this field. We provide our new Sales Representatives with ongoing training and support on their path to success so they can best serve our customers! If you are willing to learn and 100% interested in your ongoing development as a salesperson, we have the career for you. Responsibilities - Meet new business production goals and objectives as established. - Solicits for new business via telephone, networking, and other lead sources. - Develop insurance quotes, makes sales presentations, and closes sales. - Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Networking etc. - Ask each customer for referrals and explain our referral program. - Thoroughly understand and follow all underwriting, rating and compliance requirements. - Maintain knowledge of new products. - Prospecting and generating new business through leads & referral sources. - Generating insurance quotes. - Call prospective customers by operating VOIP telephones, automatic dialing systems, and other internet technologies. - Maintains phone time or sales quotas as determined by management. Qualifications - A property & casualty license is required for this position. - Possess a genuine willingness to learn, be intuitive and resourceful and be coachable. - Possess an upbeat, positive and enthusiastic attitude. - Proficiency to multi-task, follow-thru and follow-up. - Excellent Communication/interpersonal skills. - Professional phone etiquette. - Career minded vision. - Excellent Spelling and Grammar skills. - Problem-Solving Capabilities. - Works well with other employees and is a team player with a positive attitude. - Strong work ethic and leadership skills. - Be capable of handling customer rejection. - Strong communication and negotiation skills. - Be equipped with great listening and closing skills. Requirements - Sales: 2 years (Required) Benefits - Bonus based on performance - Company parties - Competitive salary - Dental insurance - Flexible schedule - Health insurance - Opportunity for advancement - Paid time off - Parental leave - Training & development - Vision insurance - Wellness resources Company Description This is a remote position. Salary: $78,000.00 - $160,000.00 per year Weekly day range: Monday to Friday, Weekends as needed

Role Description Du liebst es, Menschen zu unterstützen, Orientierung zu geben und komplexe Themen verständlich zu erklären? Finanzielle Sicherheit und Wohlbefinden sind für dich ein zentraler Bestandteil von Lebensqualität – und du möchtest dieses Wissen nutzen, um andere nachhaltig zu stärken? Dann ist diese Position genau das Richtige für dich! Als Kundenberater (all genders) – Fokus Versicherungsberatung bist du die erste Anlaufstelle für Mitarbeitende unserer Kunden, wenn es um die Themen Finanzen, Absicherung und Vorsorge geht. Du verbindest empathische Beratung mit fachlicher Expertise im Bereich Sachversicherung und sorgst dafür, dass sich Mitarbeitende gut informiert, wertgeschätzt und finanziell gut begleitet fühlen. Werde Teil unseres Teams und gestalte Financial Wellbeing erlebbar – menschlich, verständlich und auf Augenhöhe. Qualifications - Abgeschlossene Ausbildung oder ein Studium im Versicherungsbereich oder eine Bankausbildung mit einschlägiger Erfahrung im Versicherungsbereich. - Berufserfahrung in der Kunden- oder Versicherungsberatung (B2C), vorzugsweise im Bereich Sachversicherung. - Ausgeprägte Service- und Kundenorientierung sowie Freude an beratender Tätigkeit. - Sicherer Umgang mit IT-Systemen, CRM-Tools und digitalen Anwendungen. - Selbstständige, strukturierte und verantwortungsbewusste Arbeitsweise. - Sehr gute Deutschkenntnisse in Wort und Schrift. Requirements - Beratung von Mitarbeitenden unserer Kund:innen individuell zu Financial Wellbeing, Versicherungen und Vorsorge, insbesondere im Bereich Sachversicherung. - Betreuung von Kund:innen telefonisch, schriftlich und virtuell zur Sicherstellung einer positiven Service- und Nutzererfahrung. - Eigenständige Bearbeitung von Kundenanfragen und Serviceprozessen – von der Beratung bis zur Umsetzung. - Erklärung komplexer Versicherungs- und Finanzthemen verständlich und kundenorientiert. - Aktive Mitwirkung an der Weiterentwicklung von Services und Prozessen im Bereich Vorsorge, Versicherungen und Financial Wellbeing. Benefits - Flexible Arbeitszeiten, modernes Büro auf Fuerteventura oder remote auf den kanarischen Inseln. - Workation mit Extras: Bis zu 4 Wochen EU-Workation pro Jahr – inkl. Flug & Unterkunft bei Wahl des Standorts München. - Faire Konditionen: 30 Urlaubstage, unbefristeter Vertrag & private Zusatzkrankenversicherung. - Attraktive Vergütung: Überdurchschnittliches Gehalt im Landesvergleich. - Einfacher Start: Unterstützung bei der NIE-Nummer & Behördengängen und ein herzliches Team vor Ort. Company Description Gemeinsam Vielfalt leben: Bei ValueNet fördern wir aktiv Vielfalt und Chancengleichheit. Wir laden Menschen aller Hintergründe ein, sich zu bewerben – unabhängig von Hautfarbe, Nationalität, Religion, Weltanschauung, sexueller Orientierung, Geschlechtsidentität, Alter oder Behinderung. Denn Vielfalt bereichert unser Team und schafft Raum für Innovation und gemeinsame Erfolge. Werte, die verbinden: Nachhaltigkeit ist für ValueNet mehr als ein Wort – sie ist fester Bestandteil unseres Handelns, unserer Produkte und Dienstleistungen. Begeisterung, Vertrauen, Mut und Verantwortung prägen unsere Kultur. Wir setzen uns aktiv für ein inklusives Umfeld ein, das die Individualität jedes Einzelnen respektiert und unsere gemeinsamen Ziele stärkt.