Sales Manager (Insurance)

About the Role

The insurance agency is a new segment of Nerdwallet dedicated to helping consumers confidently navigate insurance decisions. As a key member of the team, you will contribute to the development of a seamless, customer-first insurance shopping experience.

What You Will Do

• Lead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environment
• 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 opportunities for growth and development
• Establish clear performance expectations, goals, and action plans for agents
• Continuously assess and improve sales workflows, processes, and team operations to drive efficiency, scalability, and growth
• Identify opportunities to optimize lead management, quoting, follow-up strategies, and customer engagement
• Partner cross-functionally to implement operational enhancements and improve the overall agent and customer experience
• Collaborate closely with Product, Operations, and Leadership teams to provide feedback on tooling, workflows, lead distribution, and process improvements
• Serve as a key stakeholder in shaping the infrastructure and operational strategy of the agency

What We Are Looking For

• 3-5 years of experience managing and coaching sales professionals, ideally in a high-volume, metrics-driven environment
• 7+ years of property and 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 data, dashboards, and reporting tools to identify insights and drive actionable improvements
• Strong Excel skills and proficiency in Microsoft Office
• Excellent communication, leadership, and interpersonal skills

Nice to Have

• Experience with sales force automation tools and customer relationship management software
• Knowledge of insurance industry trends and regulatory requirements
• Certification in insurance sales or a related field

Benefits and Perks

• Competitive salary and benefits package
• Opportunities for professional growth and development
• Flexible work arrangements, including remote work options
• Comprehensive health insurance and wellness programs
• Generous paid time off and holidays
• Access to cutting-edge technology and tools
• Collaborative and dynamic work environment
• Recognition and reward programs for outstanding performance

• To stand out as a candidate, highlight your experience in driving sales performance and team growth in a metrics-driven environment.
• Be prepared to discuss your approach to coaching and developing sales professionals, and provide specific examples of your success in this area.
• Familiarize yourself with Nerdwallet's products and services, and be ready to discuss how your skills and experience align with the company's mission and goals.
• Showcase your proficiency in Excel and other Microsoft Office tools, and highlight your ability to analyze data and drive actionable insights.
• Research the insurance industry and stay up-to-date on regulatory requirements and trends to demonstrate your expertise and commitment to the field.
• Consider preparing a portfolio of your work, including examples of sales strategies and performance metrics, to share with the interviewer.