Associate Manager, Protect

Remote · NC - Charlotte · 5+ years experience · Full-time · Remote · Posted Oct 15, 2026

At a glance

SoFi is seeking an experienced insurance sales manager to join the SoFi Protect business and lead a team of licensed agents.
The role involves managing personal lines agents as they interact with members via email, chat, and phone to provide guidance and drive sales across Home, Auto, and Life Insurance.
As part of a newer business unit, the Associate Manager will help establish core processes and functions to define how insurance is sold at SoFi.

Provide leadership and coaching for our team of sales agents, fostering a collaborative and high-performance culture
Develop and implement strategies to achieve agency goals for sales
Coach and assist agents on best practices as they engage potential and current members via phone, email, text, and chat to assist with their insurance needs
Oversee the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers
Identify cross-sell opportunities and help close any coverage gaps

5+ years of experience selling Property & Casualty Insurance
Proven experience managing a team
Has strengths in hiring, coaching, performance management, and team member development
Effectively manages time and resources within team, department and cross functionally
Must have valid state active licenses in Property & Casualty or Personal Lines insurance
Excellent written and verbal communication skills
Ability to multitask and stay organized to meet deadlines on time
Self-motivated, resourceful, and flexible with the ability to take an entrepreneurial approach to problem-solving