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Associate Insurance Advisor Jobs in California (NOW HIRING)

Associate Wealth Advisor

Irvine, CA · On-site

$85K - $95K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Knowledge of tax, estate, and insurance planning * Develops a mastery of Focus Partners Wealth ...

The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment ... insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition ...

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Showing results 1-20

Associate Insurance Advisor information

See California salary details

$38K

$66.3K

$111K

How much do associate insurance advisor jobs pay per year?

As of Aug 5, 2026, the average yearly pay for associate insurance advisor in California is $66,278.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $81,400.00 per year, depending on experience, location, and employer.

What does an associate insurance advisor do?

An Associate Insurance Advisor helps clients understand and select insurance policies that best fit their needs, such as life, health, auto, or home insurance. They assess clients' financial situations, provide information on different insurance options, and assist with policy applications and claims. Additionally, they may help with policy renewals, answer client questions, and ensure compliance with insurance regulations. Their role is both advisory and sales-oriented, requiring strong communication and customer service skills.

What is the difference between Associate Insurance Advisor vs Insurance Agent?

AspectAssociate Insurance AdvisorInsurance Agent
CredentialsTypically requires licensing and some industry certificationsRequires licensing; certifications vary by region
Work EnvironmentOften works in insurance firms, assisting clients and advisorsWorks independently or for agencies, selling policies directly
Employer & Industry UsageCommonly employed in insurance companies and brokeragesEmployed by agencies or independently selling policies
Search & Comparison IntentPeople compare to understand entry-level roles assisting advisorsPeople compare to understand direct sales roles and licensing

The main difference is that an Associate Insurance Advisor typically supports licensed advisors and may have a more client service-oriented role, while an Insurance Agent directly sells insurance policies to clients. Both roles require licensing, but their responsibilities and work environments differ, with the Associate Insurance Advisor often acting as a stepping stone within the industry.

What are the key skills and qualifications needed to thrive as an associate insurance advisor, and why are they important?

To thrive as an Associate Insurance Advisor, you need a solid understanding of insurance products, risk assessment, and typically a relevant license such as a provincial insurance license. Familiarity with customer relationship management (CRM) software, quoting tools, and underwriting systems is also important. Strong interpersonal skills, attention to detail, and effective communication help build trust and rapport with clients. These competencies are crucial for accurately addressing client needs, ensuring regulatory compliance, and driving business growth.

How does an associate insurance advisor typically collaborate with senior advisors and other team members?

Associate Insurance Advisors often work closely with senior advisors, underwriters, and customer service representatives to deliver comprehensive solutions to clients. They assist in preparing policy proposals, conducting client research, and ensuring accurate documentation. Regular meetings and open communication with the team are essential, as associates frequently support senior advisors in client meetings and follow-ups, helping to foster a collaborative environment that ensures clients receive tailored coverage and excellent service.
What cities in California are hiring for Associate Insurance Advisor jobs? Cities in California with the most Associate Insurance Advisor job openings:

Strategy & Operations Associate - Insurance Solutions

Athene

El Segundo, CA

$115K - $130K/yr

Full-time

Posted 29 days ago


Athene rating

7.1

Company rating: 7.1 out of 10

Based on 11 frontline employees who took The Breakroom Quiz


Job description

Position Overview

Apollo's Insurance Business Solutions Group (ISG), based in El Segundo, CA, is looking for a Strategy & Operations Associate to sit at the center of a fast-moving, high-impact business. In this role, you'll work directly with the COO and senior leadership to drive organizational change, redesign critical business processes, and ensure the firm's non-investment functions scale with its rapidly growing domestic insurance advisory business.

The ideal candidate brings a strong consulting foundation (e.g., Big 4, top-tier strategy or operations firm) and thrives at the intersection of strategy and execution - comfortable owning complex, cross-functional initiatives from design through delivery.

Primary Responsibilities

Drive multi-disciplinary teams to achieve organizational change by applying best practices and techniques in program and project management, business control process design and reengineering, and workshop facilitation. In addition, support the COO by managing cross-functional initiatives, various reporting needs, and supporting strategic alignment of Apollo's domestic insurance advisory business. Specific responsibilities include:

  • Drive initiatives that align with the strategic goals of the ISG while facilitating the adoption of new control processes, technologies, and organizational structures to enhance efficiency and effectiveness.

  • Advise and support the COO office in managing initiatives, providing insights and recommendations to ensure successful outcomes

  • Develop and employ effective reports and other artifacts to facilitate initiatives, memorialize key decisions, and provide an audit trail around organizational enhancements.

  • Continuously seek opportunities to improve business control processes and practices across ISG, engaging with key stakeholders to understand their needs and concerns and ensure their buy-in and support.

  • Track the progress of initiatives, assess their impact, and make necessary adjustments to ensure success while identifying potential risks and developing mitigation strategies proactively

  • Respond to ad-hoc requests from senior leaders, including preparing communications, root cause analysis reporting, and project timelines.

Qualifications & Experience

  • Bachelor's degree in Business, Economics, Finance, or a related field from an accredited institution required; Master's degree in Business Administration, Management, or a related field preferred.

  • 3+ years of experience at a management consulting firm, (Big 4, Strategy or operations consulting), in a corporate strategy, business transformation, or process improvement role.

  • Demonstrated experience designing and implementing business processes, managing organizational change initiatives, and advising senior stakeholders on strategic and operational improvements.

  • Experience analyzing complex business problems, conducting root cause analysis, and translating findings into actionable recommendations for leadership.

  • Proven ability to manage multiple workstreams simultaneously, build stakeholder alignment, and drive initiatives from inception through execution in a fast-paced environment.

  • Strong quantitative and analytical skills with the ability to communicate insights clearly through both written and verbal channels

  • Advanced proficiency in Excel and PowerPoint; experience with project management or workflow tools (e.g., JIRA) is a plus.

Pay Range

$115,000 - $130,000

Apollo Global Management, Inc. (together with its subsidiaries and affiliates) is committed to championing opportunity.

The firm and its affiliates comply with applicable discrimination and equal opportunities legislation in all of its jurisdictions and do not discriminate in employment or recruitment based on race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or any other protected characteristic under applicable law.

The contents of the qualifications and experience section of this job description are a guideline only. If an applicant can otherwise demonstrate their suitability for the role they will be considered.

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance.Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.


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