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Associate Insurance Advisor Jobs in California (NOW HIRING)

Stifel

Financial Advisor Associate

Santa Rosa, CA · On-site

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

Mariner

Associate Wealth Advisor

Los Angeles, CA · On-site

$83K - $115K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create ... insurance and financial planning * Previous experience with high net worth or ultra-high net worth ...

Stifel

Financial Advisor Associate

Santa Rosa, CA · On-site

What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to ... insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition ...

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All JobsAssociate Insurance Advisor JobsAssociate Insurance Advisor Jobs in California

Associate Insurance Advisor information

See California salary details

$38K

$66.3K

$111K

How much do associate insurance advisor jobs pay per year?

As of Jul 14, 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.
Associate Insurance Advisor jobs near you
Business Insurance Advisor

Business Insurance Advisor

Marsh & McLennan Companies, Inc.

Los Angeles, CA • On-site

$67K - $125K/yr

Full-time

Medical, Retirement

Posted 29 days ago

Job description

Company:
Marsh McLennan Agency
Description:
This position prepares an associate to progress into the Client Executive Sales position. Sales Associates work in a variety of situations, at times working as members of a team and other times working alone on an assignment. Sales Associates are under close supervision of the Practice Group Leader and the Director of Business Insurance Sales, and performance is monitored to assess readiness for advancement after the Sales Associate meets sales goals required for validation.
Essential Duties & Responsibilities
  • Responsible for developing existing client relationships and new business opportunities via meetings, telephone calls, networking events, building a Center of Influence Network and emails as agreed upon by the associate, Director of Business Insurance Sales and Practice Group Leader.
    • Consult with clients and prospects regarding their Business Insurance Insurance needs (Property and Casualty, Workers Compensation, etc.) to identify how they can make their business more profitable.
    • Conduct a first appointment asking need based questions to better understand business and insurance needs.
    • Understand how to take that information and put together an appropriate capabilities presentation to pursue a Broker of Record
    • Evaluate and assess client's needs and coverages to complete a thorough submission and underwriting narrative. Advise on existing product solutions and forthcoming product developments.
    • Coordinate servicing of the client within the scope of the services available.
    • Regularly meet with the Director of Business Insurance Sales to strategize regarding prospect pipeline, and review goals and sales performance against targets as experience is gained.
    • Represent the firm at trade exhibitions and events.
    • Record sales information and provide to appropriate departments within the firm, including proficient use of Salesforce and Sagitta
  • Develop problem-solving skills to understand, anticipate, and meet clients' needs.
    • Attend departmental and sales meetings as required.
    • Attend monthly Learning Path meetings to develop both their insurance knowledge and sales expertise
    • Identify needs and competencies to be acquired, and make use of training opportunities.
    • Learn client policy requirements, internal systems such as Salesforce AgencyInsight, ACT and ImageRight, and departmental procedures/policies.
    • Plan ahead and problem solve - anticipate, report, and help resolve problems that occur
Education and/or Experience
Successful candidate will be a service and sales oriented individual with high personal standards, demonstrating a strong work ethic and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, unafraid of rejection, able to manage multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
This position interacts with and provides service to internal associates and has high levels of contact with external vendors. The Client Associate must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:
  • College degree.
  • Obtain and maintain a valid unrestricted Property & Casualty License in CA and meet the continuing education requirements.
  • Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.
  • A confident and determined approach with the capacity to flourish in a competitive environment.
  • Resilience and the ability to cope with rejection.
  • A high degree of self-motivation and drive.
  • The ability to work both independently and as part of a team.
  • Proficiency with personal computers and Microsoft Office applications and the ability to operate standard office equipment.
  • Demonstrated ability to develop, plan, and implement short- and long-range goals.
  • Skill in organizing resources and establishing priorities.
  • Must have a strong attention to detail.
  • Must maintain client confidentiality.
  • A valid Drivers License and reliable transportation.
Work Environment & Physical Demands
  • Ability to use computer keyboard and sit in a stationary position for extended periods.
  • Work is performed in a typical interior/ office work environment
  • This is a physically active position requiring the ability to stoop and bend regularly, and lift up to 10 lbs.
  • 15% - 30% travel may be required.
  • Extended work hours (10 - 12 hrs/day) required due to attendance at and participation in networking and industry functions that begin before the workday, and extend into the evening.

#LI-DNI
The applicable base salary range for this role is $67,500 to $125,800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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