Sales Manager (Insurance)

NerdWallet, Inc.

Job Overview

Location

NerdWallet US

Job Type

Full-time

Full Job Description

📋 Description

• Lead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environment focused on Property & Casualty insurance products
• Drive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metrics
• Conduct regular coaching sessions, call reviews, and performance evaluations to identify growth opportunities and improve agent effectiveness
• Establish clear performance expectations, goals, and action plans for each agent to ensure alignment with agency objectives
• Continuously assess and improve sales workflows, lead management processes, quoting strategies, and customer engagement protocols to enhance efficiency and scalability
• Partner cross-functionally with Product, Operations, and Leadership teams to provide feedback on tooling, lead distribution, and operational improvements
• Serve as a key stakeholder in shaping the infrastructure and operational strategy of NerdWallet’s Insurance Experts agency
• Maintain strong relationships with delegated insurance carrier partners and support carrier-related initiatives and compliance requirements
• Support hiring efforts by interviewing, onboarding, and training new insurance agents across multiple locations
• Design and facilitate ongoing training sessions, coaching programs, and skills refreshers to build a high-performance, customer-centric team culture
• Monitor, analyze, and report on agent and team performance trends using dashboards, scorecards, and reporting tools
• Leverage data insights to identify actionable improvements and drive measurable increases in sales effectiveness and premium output
• Track progress toward team goals and provide regular performance updates to leadership, including General Manager
• Ensure compliance with state insurance licensing and regulatory requirements across all agent activities
• Operate using NerdWallet’s communication and productivity tools including Google Workspace, Zoom, Slack, and a company-provided laptop
• Work in a hybrid model requiring a minimum of three days per week in-office at either the New York City Financial District or Scottsdale, Arizona office
• Contribute to a culture of accountability, collaboration, and continuous improvement while fostering an inclusive and candid work environment

🎯 Requirements

• 3–5 years of experience managing and coaching sales professionals in a high-volume, metrics-driven environment
• 7+ years of Property & Casualty insurance experience, with agency experience strongly preferred
• Active Property & Casualty Insurance License (or ability to obtain quickly)
• Demonstrated success improving sales performance and consistently achieving or exceeding team goals
• Strong understanding of sales KPIs and performance management best practices
• Experience using dashboards, scorecards, and reporting tools to manage team performance

🏖️ Benefits

• 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
• 401K with 4% company match
• Monthly Wellness Stipend, Cell Phone Stipend, and Health and Dependent Care FSA/HSA Plan with monthly NerdWallet contribution
• Paid sabbatical after 5 years for employees to recharge and pursue personal interests
• Financial wellness guidance and unlimited access to a Certified Financial Planner (CFP) through Northstar

Skills & Technologies

Remote

Degree Required

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NerdWallet, Inc.

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About NerdWallet, Inc.

NerdWallet, Inc. is a San Francisco–based personal finance company that operates an online platform offering comparison tools, editorial reviews, and educational content for credit cards, mortgages, loans, insurance, banking, and investing products. Founded in 2009, it generates revenue through lead generation and referral fees when users select financial products from partner institutions. The company serves U.S. consumers seeking independent guidance to optimize financial decisions and is publicly traded on the Nasdaq under the ticker NRDS.

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