ZipRecruiter

Log In

1

Associate Insurance Advisor Jobs in California (NOW HIRING)

Stifel

Financial Advisor Associate

Santa Rosa, CA

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

Stifel

Financial Advisor Associate

Santa Rosa, CA

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 ...

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 ...

NFP

Senior Associate, Advisor

San Rafael, CA · On-site

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors ... insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.

NFP

Senior Associate, Advisor

San Rafael, CA · On-site

The Advisor Associate will work within our Advisory Team, mainly supporting other Wealth Advisors ... insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.

next page

Showing results 1-20

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 Jun 15, 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 job makes $10,000 a month without a degree?

An Associate Insurance Advisor can potentially earn $10,000 a month through commissions and bonuses, especially with experience and a strong client base. Success in this role often depends on sales skills, industry knowledge, and building a network, with some advisors reaching high income levels without formal degrees.

Why do so many insurance agents quit?

Many insurance agents quit due to the high level of competition, the need for strong sales skills, and the reliance on commissions, which can lead to income instability. The job often requires persistent prospecting, ongoing training, and building client relationships, which can be challenging and lead to burnout or dissatisfaction.

How much do associate insurance agents make?

Associate insurance agents typically earn an average annual salary between $40,000 and $55,000, depending on experience, location, and performance. They often earn commissions or bonuses based on sales, and some roles require licensing and ongoing training.

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 jobs pay 2000 a day?

High-paying jobs that can pay around $2,000 a day typically include specialized roles such as senior corporate lawyers, experienced surgeons, investment bankers, and certain executive positions. These roles often require advanced education, extensive experience, and sometimes licensing or certifications, and they may involve high-pressure environments or significant responsibilities.
Associate Insurance Advisor jobs near you
Associate Financial Advisor

Associate Financial Advisor

JBA International

Sebastopol, CA • On-site

Full-time

Posted 7 days ago

Job description

ESSENTIAL FUNCTIONS:
Service
• Provide exceptional customer service to all Member-clients.
• Follow up with Members referred to Wealth Management Department by Branch and Member Service Center to schedule investment-needs meeting.
• Provide regularly scheduled investment portfolio reviews.
• Handle routine customer inquiries; effectively work with back-office support personnel at vendors and broker-dealer to ensure high degree of quality service and customer satisfaction.
• Travel to Corporate offices and other Branch locations as assigned.
Investment Product Sales
• Open accounts and execute trades for advisory, mutual funds, stocks, bonds, etc. as directed by client in compliance with CUSO Financial Services Office of Supervisory Jurisdiction (OSJ).
• Research and provide literature on requested investment products including financial plans, advisory accounts, stocks, bonds, and mutual funds.
• Research and provide literature and information to clients regarding insurance products such as annuities.
• Establish and maintain interactive and open communication with CUSO Financial Services and product companies.
• Provide Branch and/or Member Service Center team members with regular referral and product training.
• Attend regular product and sales training meetings.
Administration
• Complete transactions within all FINRA, SEC, and Credit Union procedures and regulations.
• Research and repair all "Back to Rep" and NIGO "not in good order" items.
• Complete daily, weekly, and monthly sales blotters and tracking reports.
• Prepare and maintain complete and accurate digital client files, documentation, and Member data as directed by CUSO Financial Services and RCU.
• Maintain a weekly "pipeline" report of Members assisted and pending business items.
• Input financial planning data into financial planning software for the appropriate Members on an as-needed basis.
• Coordinate marketing and advertising efforts to promote Redwood Credit Union and Wealth Management Department.
Associate Financial Advisor Development Training Program
• The Associate Financial Advisor is responsible to complete all applicable sales, compliance and product training and be in good standing prior to any advancement or promotion to Financial Advisor. This program is as assigned by the VP-Wealth Management.
• The Associate Financial Advisor will complete additional licensing and educational programs as assigned by management.

Apply