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Associate Insurance Advisor Jobs in New York (NOW HIRING)

Simplicity Group

Advisor Services Associate

Summit, NJ · On-site

$60K - $75K/yr

Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor ... Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment ...

New

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Associate Wealth Advisor

Garden City, NY

$97K - $127K/yr

Associate Wealth Advisors will prepare wealth plans and financial updates including Net Worth Statements, Cash Flow, Tax Projections, Stock Option Exercise Strategies, Insurance Reviews, Education ...

Bessemer Trust

Associate Client Advisor

Manhattan, NY · On-site

$80K - $100K/yr

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of ... Employer-paid life insurance and short- and long-term disability coverage * Legal services and ...

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Showing results 21-40

All JobsAssociate Insurance Advisor JobsAssociate Insurance Advisor Jobs in New York

Associate Insurance Advisor information

See New York salary details

$42.1K

$73.5K

$123.1K

How much do associate insurance advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for associate insurance advisor in New York is $73,472.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,800.00 and $90,300.00 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 New York are hiring for Associate Insurance Advisor jobs?

Cities in New York with the most Associate Insurance Advisor job openings:

Associate Insurance Advisor jobs near you

Associate Financial Advisor

Ameriprise Financial - New York

White Plains, NY • On-site

$50K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Associate Financial Advisor
White Plains, NY | In-Office

Bhashyam Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our growing team.

This role is a key part of our client advisory and planning function—working closely with the lead advisor to deliver comprehensive financial planning and personalized advice. The ideal candidate is analytical, client-focused, and motivated to grow into a lead advisory role over time.

About Us

At Bhashyam Wealth Management & Associates, our mission is to build lifelong, trusted relationships with our clients and their families. We provide proactive, personalized, and holistic financial planning guidance that simplifies complexity and empowers clients to confidently pursue their long-term goals.

What You’ll Do

  • Partner with the lead advisor to develop and deliver comprehensive financial plans aligned with client goals and risk tolerance
  • Conduct portfolio reviews, financial analysis, and ongoing plan adjustments to keep clients on track
  • Maintain regular communication with clients, providing updates, guidance, and support during market changes or life events
  • Analyze client financial data including assets, liabilities, cash flow, insurance, and tax considerations
  • Prepare and implement financial planning recommendations and client deliverables
  • Execute investment transactions including stocks, bonds, mutual funds, annuities, and insurance products
  • Respond to client inquiries and independently manage issue resolution with appropriate follow-up
  • Support business development efforts, including client relationship management and marketing initiatives
  • Collaborate with the advisor to execute practice growth and client engagement strategies
  • Monitor industry trends, planning strategies, and regulatory changes to inform recommendations
  • Ensure adherence to all compliance and regulatory requirements

What We’re Looking For

  • Ability to obtain Series 7, Series 66, and within 6 months of hire
  • Completion of CFP® coursework or a degree/minor in Financial Planning preferred
  • Aspiration to grow into a lead advisor role and build a book of business
  • Strong communication skills with the ability to simplify complex financial concepts
  • Relationship-driven mindset with a strong commitment to client service
  • High level of integrity and sound professional judgment
  • Analytical thinking and problem-solving capabilities
  • Strong organizational skills with the ability to manage multiple priorities
  • Self-motivated with the ability to work independently
  • Team-oriented and collaborative approach

Compensation & Benefits

  • Compensation includes a base salary of $50,000 – $70,000, exempt, plus bonus and incentive opportunities based on performance and contribution, with overall compensation commensurate with experience and licensing.
  • Comprehensive benefits package includes: 401K with Matching , Health, Dental and Vision, PTO
  • Opportunities for professional development and career advancement
  • Supportive, growth-oriented team environment

Location

  • White Plains, NY (in-office role)

Equal Opportunity Employer

Bhashyam Wealth Management is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status, or any other basis prohibited by law. Applicants must be legally authorized to work in the U.S. without current or future visa sponsorship.

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