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Associate Insurance Advisor Jobs in Massachusetts

KPMG

Senior Associate, Insurance Tax

Boston, MA

$88K - $109K/yr

Advise clients and be responsible for delivering high quality tax service and advice * Participate ... Knowledge of insurance company taxation is preferred but equivalent corporate experience is ...

ECG Resources

Associate Wealth Advisor

Boston, MA · On-site

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join ... Apply knowledge of tax, estate, and insurance planning concepts * Develop mastery of the firm ...

ECG Resources

Associate Wealth Advisor

Boston, MA

Associate Wealth Advisor Position Summary Our firm is seeking an Associate Wealth Advisor to join ... Apply knowledge of tax, estate, and insurance planning concepts * Develop mastery of the firm ...

Focus Financial Partners

Associate Wealth Advisor

Boston, MA · On-site +1

$80K - $90K/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 Partner's investment ...

ECG Resources

Associate Wealth Advisor 2

Boston, MA · On-site

ASSOCIATE WEALTH ADVISOR Primary Responsibilities Financial Planning & Strategy * Develop, revise ... Create and deliver advanced tax, estate, and insurance planning strategies * Identify advanced ...

ECG Resources

Associate Wealth Advisor 2

Boston, MA · On-site

ASSOCIATE WEALTH ADVISOR Primary Responsibilities Financial Planning & Strategy * Develop, revise ... Create and deliver advanced tax, estate, and insurance planning strategies * Identify advanced ...

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Showing results 1-20

All JobsAssociate Insurance Advisor JobsAssociate Insurance Advisor Jobs in Massachusetts

Associate Insurance Advisor information

See Massachusetts salary details

$42K

$73.3K

$122.9K

How much do associate insurance advisor jobs pay per year?

As of Aug 29, 2026, the average yearly pay for associate insurance advisor in Massachusetts is $73,344.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $90,100.00 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.

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 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.

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 is the minimum qualification for becoming an associate insurance advisor?

To become an associate insurance advisor, candidates typically need a high school diploma or equivalent. Some employers may prefer or require relevant coursework or prior experience in insurance or sales, and obtaining industry certifications can enhance job prospects.

What cities in Massachusetts are hiring for Associate Insurance Advisor jobs?

Cities in Massachusetts with the most Associate Insurance Advisor job openings:

Associate Insurance Advisor jobs near you

Senior Associate, Insurance Tax

Boston, MA

KPMG
See more jobs at KPMGexternal

$88K - $109K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Job description

At KPMG, you can become an integral part of a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business opportunities and challenges. Develop your career through a range of multifaceted engagements, formal training, and informal mentoring. At KPMG, we believe nothing is more important than investing in our culture because it is an investment in our people, our future, and what we stand for as a firm.

KPMG is currently seeking a Senior Associate to join our Business Tax Services practice.

Responsibilities:
  • Provide tax compliance and advisory services to insurance companies and their related entities
  • Work as part of a multi-disciplinary team helping to provide industry knowledge and experience
  • Build and manage client relationships
  • Manage teams of tax professionals and assistants working on client projects
  • Advise clients and be responsible for delivering high quality tax service and advice
  • Participate in and contribute to market and business activities external to the firm
Qualifications:
  • A minimum of two years of corporate tax experience in an accounting firm, corporation or law firm
  • Bachelor's degree and sufficient credit hours to obtain a CPA certificate; advanced degree, such as a J.D., LL.M. in taxation, or Master's in Taxation (MST) preferred
  • Experience with corporate taxation, consolidations and a solid knowledge of ASC 740
  • Knowledge of insurance company taxation is preferred but equivalent corporate experience is acceptable
  • Excellent advisory and compliance skills
  • Excellent verbal and written communications skills, and the ability to articulate complex information
KPMG LLP and its affiliates and subsidiaries (“KPMG”) complies with all local/state regulations regarding displaying salary ranges. If required, the ranges displayed below or via the URL below are specifically for those potential hires who will work in the location(s) listed. Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations. In addition, KPMG is proud to offer a comprehensive, competitive benefits package, with options designed to help you make the best decisions for yourself, your family, and your lifestyle. Available benefits are based on eligibility. Our Total Rewards package includes a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support your mental health. Depending on job classification, standard work hours, and years of service, KPMG provides Personal Time Off per fiscal year. Additionally, each year KPMG publishes a calendar of holidays to be observed during the year and provides eligible employees two breaks each year where employees will not be required to use Personal Time Off; one is at year end and the other is around the July 4th holiday. Additional details about our benefits can be found towards the bottom of our KPMG US Careers site at Benefits & How We Work.

Follow this link to obtain salary ranges by city outside of CA:
https://kpmg.com/us/en/how-we-work/pay-transparency.html/?id=M310B_4_26

KPMG offers a comprehensive compensation and benefits package. KPMG is an equal opportunity employer. KPMG complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws. The attached link contains further information regarding KPMG's compliance with federal, state and local recruitment and hiring laws. No phone calls or agencies please.

KPMG recruits on a rolling basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) for which they are qualified that is also of interest to them.

Los Angeles County applicants: Material job duties for this position are listed above. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation. Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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