---
title: 'Licensed Insurance Sales Agent at NerdWallet'
canonical: 'https://feeny.ai/job/licensed-insurance-sales-agent-nerdwallet-nerdwallet-bmw3kxfhr664'
type: 'job'
last_seen: '2026-09-11'
---

# Licensed Insurance Sales Agent at NerdWallet

- **Company:** NerdWallet
- **Location:** Nerdwallet, United States
- **Compensation:** $45k–$85k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-06-05
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/nerdwallet/96d94df7-b766-4e8c-b8f9-33e1ee7168ad/application

**Skills:** CRM tools, Email platforms, Quoting software, Personal lines insurance products, Insurance regulations, Independent agency background, Multi-carrier marketplace experience

> Guide customers through quoting, comparing, and binding personal lines insurance products using high-intent inbound leads. Manage client relationships, policy renewals, and claims support while meeting sales targets in a fully remote US-based role.

## Job description

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.

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.

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](https://www.nerdwallet.com/privacy-policy). 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](https://www.sf.gov/sites/default/files/2022-12/FCO%20poster2020_0.pdf), as well as the Los Angeles Fair Chance Act, which requires this[notice](https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf). 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 Posterhttps://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf)
- Right to Work Posterhttps://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster.pdf /https://www.uscis.gov/sites/default/files/USCIS/Verification/E-Verify/E-Verify_Native_Documents/OSC_Right_to_Work_Poster_ES.pdf

## About NerdWallet

## Company Overview
- **One-liner**: NerdWallet is a personal finance platform that provides tools, reviews, and educational content to help consumers make informed decisions about credit cards, banking, mortgages, insurance, investing, and other financial products.
- **Entity Type**: Public (NASDAQ: NRDS)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2009
- **Founders**: Tim Chen, Jacob Gibson

## Core Business
- **Primary industry/industries**: Personal Finance, Financial Services, Fintech, Consumer Software
- **Target customers**: B2C (consumers of all income levels seeking to manage money, build credit, save, invest, and borrow); B2B partners (banks, credit unions, insurance carriers, and other financial institutions that pay for customer leads and advertising)
- **Mission or purpose statement**: To provide clarity around money matters and help people make smarter financial decisions.

## Products & Services
- **Credit Card & Banking Recommendations**: Comparison engine that reviews and ranks credit cards, high-yield savings accounts, and checking accounts.
- **Mortgage & Lending Marketplace**: Tools to compare mortgage rates, personal loan offers, and student loan refinancing options.
- **Insurance Comparison**: Platform for comparing auto, home, life, and renters insurance quotes.
- **NerdWallet Cash Account**: A high-yield savings/investing product offering a competitive APY (currently 3.9% APY) through Atomic Brokerage.
- **Credit Score Monitoring & Education**: Free credit score tracking, personalized tips, and financial health resources.
- **Small Business Tools**: Guides and comparison tools for small-business financing, credit cards, and banking.
- **Mobile App**: iOS and Android app (4.8 stars, 100k downloads) for tracking net worth, budgeting, and managing finances on the go.
- **NerdWallet Editorial & Educational Content**: A library of 15,000+ articles, guides, and expert reviews covering personal finance topics.

## Market Standing
- **Valuation/Market Cap**: Market Cap ~$750M (as of mid-2026, based on stock price ~$11.32 and 65M shares outstanding)
- **Key Metric**: Annual Revenue of **$836.6M** (FY2025 reported)
- **Total Funding**: $238.8M prior to IPO, plus $131M Post-IPO equity raise
- **IPO Date**: November 4, 2021
- **Notable Investors/Partners**: Camelot Financial Capital Management (lead Series A), plus partnerships with hundreds of financial institutions (banks, insurers, lenders) including major names like Capital One, Chase, and others.
- **Growth Signals**: 
  - 10M+ app downloads and 7M+ monthly active users.
  - Revenue of $836.6M reflects significant scale.
  - Remote-first workforce across 17 countries.
  - Named a 2024-2025 "Best Company to Work For" by U.S. News & World Report.
  - Expanded into Canada and UK with localized content.

## Competitive Advantages
- **Trusted Brand & Content Moat**: 15,000+ pieces of expert-reviewed financial content and a high-traffic organic presence. High trust scores (4.8 stars on app stores, 5-star ratings in multiple product categories).
- **Revenue Model Breadth**: Diversified across affiliate marketing (lead generation for credit cards, loans, insurance), advertising, and its own Cash Account product.
- **Data & Personalization**: Uses aggregate financial data to tailor product recommendations, improving conversion rates and user stickiness.
- **Scale & Reach**: 10M+ monthly active users and partnerships with 100+ financial experts create a flywheel of content and user acquisition.

## Strategic Focus
- **Mobile & App Growth**: Building the app as the primary engagement hub (net worth tracking, savings, investing).
- **AI & Personalization**: Investing in AI-driven recommendations and personalized financial guidance (currently hiring a Senior PM for AI Growth).
- **Expansion into Adjacent Verticals**: Deepening small business offerings and insurance marketplace.
- **International Expansion**: Ongoing buildout of content and partnerships in Canada and the UK.
- **Product Diversification**: Launching and scaling proprietary products like the Cash Account (3.9% APY) to reduce reliance on third-party affiliate fees.

## Why Work Here
- **Culture & Values**: Emphasizes "candor, respect, humility, and curiosity." Employees report high levels of cross-functional collaboration and a "consumer-first" mission.
- **Remote-First**: The company has transitioned to a remote-first workplace; most roles are fully remote from anywhere in the U.S. (offices still exist in San Francisco, New York, and the UK).
- **Work-Life Balance**: Rated 4.3/5 on work-life balance by employees. Company-wide mental health days, generous parental leave, and flexible scheduling.
- **Compensation & Perks**: Competitive health insurance for employee + family, mental health support, retirement plans, and an emphasis on employee growth/empowerment.
- **Engineering & Data Focus**: Strong engineering culture (120 technical staff). Opportunities to work on massive data sets (credit card products, personal finance data) and shape AI-driven features.
- **Employee Reviews (Glassdoor-style)**: Overall 3.5/5.0 on employer rating (Culture: 3.9, Compensation: 3.9, Career: 3.2) — positive sentiment around mission and flexibility, moderate on career advancement pace.
- **Diversity & Inclusion**: Active DEI programs, inclusive environment, and commitment to employee belonging (per careers page).
- **Current Openings**: ~20+ active roles including: Staff Data Scientist, Senior IT System Administrator, Staff Data Product Manager, Senior PM (AI Growth), Staff Software Engineer, Senior Engineering Manager, and more.

## Sources
1. [NerdWallet Official Site](https://www.nerdwallet.com/)
2. [NerdWallet Careers Page](https://www.nerdwallet.com/careers)
3. [NerdWallet Jobs (Ashby)](https://jobs.ashbyhq.com/nerdwallet?embed=js&locationId=0b9f774b-79d1-400a-b374-c228816c97ee)
4. [LinkedIn Company Profile](https://www.linkedin.com/company/nerdwallet)
5. [Wikipedia - NerdWallet](https://en.wikipedia.org/wiki/NerdWallet)

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