Bachelor's degree in accounting or related field * CPA or Enrolled Agent certification * Experience ... Circular 230 associates can provide audit representation * Mentor and support teammates Your ...
Bachelor's degree in accounting or related field * CPA or Enrolled Agent certification * Experience ... Circular 230 associates can provide audit representation * Mentor and support teammates Your ...
Associate Agent information
See Centerville, IA salary details
$7.32 - $11.98
5% of jobs
$13.39 is the 25th percentile. Wages below this are outliers.
$11.98 - $16.64
66% of jobs
$19.31 is the 75th percentile. Wages above this are outliers.
$16.64 - $21.30
7% of jobs
$21.30 - $25.97
7% of jobs
$25.97 - $30.63
4% of jobs
$30.63 - $35.29
5% of jobs
$35.29 - $39.95
5% of jobs
$39.95 - $44.61
0% of jobs
$44.61 - $49.27
0% of jobs
$49.27 - $53.93
0% of jobs
$53.93 - $58.59
0% of jobs
$7
$21
$58
How much do associate agent jobs pay per hour?
As of Sep 1, 2026, the average hourly pay for associate agent in Centerville, IA is $21.08, according to ZipRecruiter salary data. Most workers in this role earn between $13.27 and $22.16 per hour, depending on experience, location, and employer.
What is an associate agent?
An Associate Agent is typically an entry- to mid-level professional who assists senior agents in industries such as real estate, insurance, or talent management. Their responsibilities often include supporting client relationships, handling administrative tasks, conducting research, and facilitating transactions. Associate Agents gain valuable experience and industry knowledge while working under the supervision of more experienced agents. This role can be a stepping stone to becoming a fully licensed agent or advancing to higher-level positions within the organization.
What are the key skills and qualifications needed to thrive as an associate agent?
To thrive as an Associate Agent, you typically need strong sales acumen, customer service skills, and a relevant high school diploma or higher education, often accompanied by appropriate insurance or real estate licenses depending on the industry. Familiarity with customer relationship management (CRM) software, quoting tools, and industry-specific platforms is important for daily operations. Excellent communication, relationship-building, and problem-solving abilities help standout agents connect with clients and manage diverse needs. These skills and qualities are crucial for delivering quality service, meeting targets, and building long-term customer trust in a competitive field.
What are some typical challenges an associate agent might face when building their client base?
As an Associate Agent, one common challenge is developing and maintaining a steady pipeline of potential clients, especially in the early stages of your career. Building trust and rapport quickly is essential, as clients often have established relationships with other agents. Additionally, balancing administrative tasks with prospecting and client meetings can be demanding. Proactive networking, leveraging mentorship from senior agents, and consistently following up with leads are crucial strategies for overcoming these challenges and growing your client base.
What is the difference between Associate Agent vs Insurance Agent?
| Aspect | Associate Agent | Insurance Agent |
|---|---|---|
| Required Credentials | Typically requires a license and some industry training | Requires licensing, pre-licensing education, and ongoing training |
| Work Environment | Often works under supervision, assisting senior agents | Works independently with clients, selling policies |
| Employer & Industry Usage | Common in insurance agencies, financial firms | Widely used across insurance companies, brokerages |
In summary, an Associate Agent usually works under supervision, assisting with client service and administrative tasks, while an Insurance Agent actively sells policies and interacts directly with clients. Both roles require licensing, but Insurance Agents typically have more direct sales responsibilities and independence.
Tax Professional - Franchise Location
Albia, IA • On-site
H&R Block •
Accounting Services • 1 - 5K employees1,001 - 5,000 employees
5.6
Based on 293 frontline employees who took The Breakroom Quiz
147th of 152 rated financial services
People enjoy working here
Recommended by students
Recommended by parents
Respectful managers
Learn new skills
Full-time
Posted 18 days ago
Job description
About the Role
As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.
Joining H&R Block1 as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Preferred Qualifications
1 - This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.
2 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Required Qualifications
Your Expertise:
Why work for us
The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.
As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year.
Joining H&R Block1 as a seasonal, experienced Tax Professional means you'll serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Preferred Qualifications
- Bachelor's degree in accounting or related field
- CPA or Enrolled Agent certification
- Experience completing complex returns (individual, trust, partnership)
- 5+ years of experience in accounting, finance, bookkeeping or tax
- Experience conducting virtual tax interviews
- Experience with tax planning and audit support
- Sales and/or marketing experience
1 - This office is an independently owned and operated franchise office operating under an agreement with H&R Block. Franchisees make their own hiring decisions and any questions regarding employment at this office should be made directly to the franchisee.
2 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Required Qualifications
- Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, email
- Prepare complete and accurate tax returns
- Generate business growth, increase client retention, and offer additional products and services
- Provide clients with IRS support
- All certification levels can provide tax notice services
- Circular 230 associates can provide audit representation
- Mentor and support teammates
Your Expertise:
- Successful completion of the H&R Block Tax Knowledge Assessment2
- Experience in accounting, finance, bookkeeping or tax
- Experience completing individual returns
- Experience working in a fast-paced environment
- Comfort working with virtual tools - video, phone and chat
- Ability to effectively communicate in person, via phone and in writing
- Must complete continuing education requirement and meet all other IRS and applicable state requirements
- High school diploma / equivalent or higher
Why work for us
The following information has been provided by the franchisee operating the franchise office that has posted this position and has not been endorsed or validated by H&R Block. All questions should be made directly to the franchisee.
About H&R Block
Sourced by ZipRecruiter
H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.
Industry
Accounting services, it services and finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Kansas City, MO, US
Website
What H&R Block employees say
Pay
Benefits
Hours and flexibility
Workplace
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