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 personal lines insurance products

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