Sales Manager (Insurance)

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.

Performance Management & Coaching

• 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

Process Improvement & Operational Excellence

• 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

Cross-Functional Collaboration

• 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

• Maintain strong relationships with delegated insurance carrier partners and support carrier-related initiatives

Team Building & Training

• Support hiring efforts by interviewing and onboarding new insurance agents across multiple locations

• Design and facilitate ongoing training sessions, coaching programs, and skills refreshers

• Foster a high-performance, collaborative, and customer-centric team culture

Reporting & Business Insights

• Monitor, analyze, and report on agent and team performance trends

• Leverage data, dashboards, and reporting tools to identify insights and drive actionable improvements

• Track progress toward team goals and provide regular updates to leadership

• 3–5 years of experience managing and coaching sales professionals, ideally in a high-volume, metrics-driven environment

• 7+ years of Property & 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 dashboards, scorecards, and reporting tools to manage team performance

• Excellent communication and coaching skills with the ability to provide clear, actionable feedback

• Experience with CRM systems, comparative raters, agency management systems (AMS), and other insurance technology platforms

Preferred Qualifications

• Bachelor’s Degree

• Experience scaling a sales organization within a digital or tech-enabled insurance environment

• Experience leveraging automation and AI tools to optimize workflows and team productivity

• Background in national or multi-state insurance sales organizations

• Strong analytical and problem-solving skills with the ability to turn insights into action

• Professional insurance designations such as CPCU, CIC, or CRM

• 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.

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.

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, as well as the Los Angeles Fair Chance Act, which requires this notice.

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 Poster (English+Spanish/Español)

• Right to Work Poster (English) / (Spanish/Español) 

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