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 new segment of NerdWallet dedicated to helping consumers confidently navigate insurance decisions. As NerdWallet’s Property & Casualty insurance agency, we focus exclusively on personal lines products and deliver a seamless, customer-first insurance shopping experience.We’re seeking a Sales Manager, Insurance Agency to lead, develop, and scale a high-performing team of licensed insurance agents. In this role, you’ll oversee onboarding, coaching, performance management, and operational excellence across the sales organization. You’ll play a critical role in driving agent success and agency growth by ensuring focus on the highest-impact activities that improve conversion, premium production, and customer outcomes.This leader will be instrumental in helping the agency achieve key performance metrics, including contact rate, close rate, premium per agent, and overall sales effectiveness, while fostering a culture of accountability, collaboration, and continuous improvement.This role reports to the Manager, General Manager.Where you can make an impact:Performance Management & CoachingLead, coach, and develop a team of licensed insurance agents in a fast-paced, performance-driven environmentDrive accountability against core KPIs including conversion rate, premium production, contact rate, and customer experience metricsConduct regular coaching sessions, call reviews, and performance evaluations to identify opportunities for growth and developmentEstablish clear performance expectations, goals, and action plans for agentsProcess Improvement & Operational ExcellenceContinuously assess and improve sales workflows, processes, and team operations to drive efficiency, scalability, and growthIdentify opportunities to optimize lead management, quoting, follow-up strategies, and customer engagementPartner cross-functionally to implement operational enhancements and improve the overall agent and customer experienceCross-Functional CollaborationCollaborate closely with Product, Operations, and Leadership teams to provide feedback on tooling, workflows, lead distribution, and process improvementsServe as a key stakeholder in shaping the infrastructure and operational strategy of the agencyMaintain strong relationships with delegated insurance carrier partners and support carrier-related initiativesTeam Building & TrainingSupport hiring efforts by interviewing and onboarding new insurance agents across multiple locationsDesign and facilitate ongoing training sessions, coaching programs, and skills refreshersFoster a high-performance, collaborative, and customer-centric team cultureReporting & Business InsightsMonitor, analyze, and report on agent and team performance trendsLeverage data, dashboards, and reporting tools to identify insights and drive actionable improvementsTrack progress toward team goals and provide regular updates to leadershipYour experience:3–5 years of experience managing and coaching sales professionals, ideally in a high-volume, metrics-driven environment7+ years of Property & Casualty insurance experience, with agency experience strongly preferredActive Property & Casualty Insurance License (or ability to obtain quickly)Demonstrated success improving sales performance and consistently achieving or exceeding team goalsStrong understanding of sales KPIs and performance management best practicesExperience using dashboards, scorecards, and reporting tools to manage team performanceExcellent communication and coaching skills with the ability to provide clear, actionable feedbackExperience with CRM systems, comparative raters, agency management systems (AMS), and other insurance technology platformsPreferred QualificationsBachelor’s DegreeExperience scaling a sales organization within a digital or tech-enabled insurance environmentExperience leveraging automation and AI tools to optimize workflows and team productivityBackground in national or multi-state insurance sales organizationsStrong analytical and problem-solving skills with the ability to turn insights into actionProfessional insurance designations such as CPCU, CIC, or CRMWhere: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: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 dependentsRejuvenation Policy – Flexible Vacation Time Off + 11 holidays + holiday company shutdownNew Parent Leave for employees with a newborn child or a child placed with them for adoption or foster careMental health supportPaid sabbatical after 5 years for Nerds to recharge, gain knowledge, and pursue their interestsHealth and Dependent Care FSA and HSA Plan with monthly NerdWallet contributionMonthly 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 communitiesHackathons and team events across all teams and departmentsCompany-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 matchPlan for your future (And when you retire on your island, remember the little people)401K with 4% company matchBe the first to test and benefit from our new financial products and toolsFinancial wellness, guidance, and unlimited access to a Certified Financial Planner (CFP) through NorthstarDisability and Life Insurance with employer-paid premiumsIf you are based in California, we encourage you to read this important information for California residents linked
here.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.
