Licensed Insurance Sales Agent at NerdWallet

About this role

At NerdWallet , we’re on a mission to bring clarity to all of life’s financial decisions and every great mission needs a team of exceptional Nerds. We’ve built an inclusive, flexible, and candid culture where you’re empowered to grow, take smart risks, and be yourself (cape optional). Whether remote or in-office, we support how you thrive best. We invest in your well-being, development, and ability to make an impact because when one Nerd levels up, we all do.

NerdWallet is excited to introduce NerdWallet Insurance Experts —a brand-new segment of NerdWallet designed to help consumers make the smartest choices with their money by simplifying insurance shopping. As NerdWallet’s Property & Casualty insurance agency , we focus exclusively on personal lines products. As a Licensed Insurance Agent, you’ll play a key role in this launch by guiding customers through quoting, comparing, and binding Home, Auto, Umbrella, and Flood insurance from our network of trusted carrier partners.

Unlike traditional sales roles, you’ll engage daily with a steady flow of high-intent inbound leads generated by NerdWallet , empowering you to focus on building relationships and delivering value. This is your opportunity to get in on the ground floor of a growing team and make an impact early.

Where you can make an impact:


Conduct client assessments to evaluate insurance needs and potential risk


Meeting/Exceeding Sales goals by Policy Premium


Recommend appropriate personal lines insurance products


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 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


Where:


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.


What We Offer:
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)