NerdWallet
About the Job
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 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: In a
hybrid
model, with at least
3 days per week in-office (Old Town Scottsdale area)
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
uncapped commission-based earnings . On-target earnings (OTE) reflect the expected total compensation, combining base pay and commissions. Insurance Agent I Base Pay:
$45,000 annually ($21.63 paid hourly)
Commission:
Projected at $30,000 - Uncapped earning potential based on performance
On-Target Earnings:
$75,000 annually
Final leveling 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
#J-18808-Ljbffr
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 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: In a
hybrid
model, with at least
3 days per week in-office (Old Town Scottsdale area)
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
uncapped commission-based earnings . On-target earnings (OTE) reflect the expected total compensation, combining base pay and commissions. Insurance Agent I Base Pay:
$45,000 annually ($21.63 paid hourly)
Commission:
Projected at $30,000 - Uncapped earning potential based on performance
On-Target Earnings:
$75,000 annually
Final leveling 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
#J-18808-Ljbffr