Licensed Insurance Sales Agent
- Location
- Remote (US)
- Job type
- Full-time
- Level
- Mid-level
- Experience
- 1+ year
- Education
- High school diploma or equivalent
- Listed
- 23 days ago
Skills & highlights for this role
- Property and Casualty insurance license
- personal lines insurance quoting
- carrier underwriting
- CRM tools
Also useful
- independent agency experience
Stated benefits & perks
- Medical
- Dental
- Vision
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 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 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.
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
- E-Verify Participation Poster (English+Spanish/Español)
- Right to Work Poster (English) / (Spanish/Español)
About NerdWallet
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 unapologetically 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.
Equal opportunity and legal notices
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:
From NerdWallet's careers page, first listed on Rolev.ai on October 17, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Licensed Insurance Sales Agent role at NerdWallet, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Similar roles
All Insurance Sales Agent jobs- Insurance Agent - Dover, DEHorace Mann - Agent Opportunities · Dover, DE
- Insurance Agent TraineeKemper · Natchitoches, LA
- Insurance Agency Owner- Raymond (Bryan) NewAllstate · Bryan, TX
- Insurance Agent - Carson City, NVHorace Mann - Agent Opportunities · Carson City, NV
- Insurance Agent TraineeKemper · West Chester, OH
- Sales Manager, Life InsuranceKemper · Lafayette, LA
Common questions
Where is the Licensed Insurance Sales Agent job at NerdWallet located?
Yes, this Licensed Insurance Sales Agent opening at NerdWallet is listed as Remote (US). Always check NerdWallet's application page for specific state eligibility or relocation policies.
What qualifications are required for Licensed Insurance Sales Agent at NerdWallet?
For the Licensed Insurance Sales Agent role, NerdWallet highlights 1+ year of relevant experience; a high school diploma or equivalent; experience with personal lines insurance quoting, carrier underwriting, CRM tools. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Licensed Insurance Sales Agent position at NerdWallet?
This listing links directly to NerdWallet's Ashby application page. You can apply directly on NerdWallet's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.