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Associate Insurance Advisor Jobs in Texas (NOW HIRING)

Podium Education

Associate Enrollment Advisor

Austin, TX · On-site +1

Associate Enrollment Advisor - Contract to Hire Who we are At Podium Education, we believe that a ... Short term disability insurance * Unlimited Paid Time Off * Discounted Wellhub Membership * Access ...

Allworth Financial

Financial Advisor

Houston, TX · On-site

$140K - $150K/yr

Associate Advisor Support * Insurance Planning * Tax Planning Allworth is proud to be a recipient of the Circle of Excellence Award from the National Business Research Institute for employee and ...

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All JobsAssociate Insurance Advisor JobsAssociate Insurance Advisor Jobs in Texas

Associate Insurance Advisor information

See Texas salary details

$35.9K

$62.6K

$104.8K

How much do associate insurance advisor jobs pay per year?

As of Sep 15, 2026, the average yearly pay for associate insurance advisor in Texas is $62,567.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $76,900.00 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 are the most commonly searched types of Insurance Advisor jobs in Texas?

The most popular types of Insurance Advisor jobs in Texas are:

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

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

Associate Insurance Advisor jobs near you

Associate/Service Wealth Advisor SilverStar Wealth Management

Cypress, TX • On-site

Kestra Financial Independent Advisor
See more jobs at Kestra Financial Independent Advisorexternal

$13.75 - $18.25/hr

Full-time

Medical, Life, Retirement

Re-posted 6 days ago

Job description

An established and growing wealth planning firm in Cypress, Texas, is seeking an Associate/Service Wealth Advisor for a great opportunity for the right person. This person will report to the Lead Advisor and be the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Lead Advisor.
Requirements
Essential Duties and Responsibilities
  • Supports Lead Advisor of a large book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
  • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
  • Manage data in financial planning software-Emoney
  • Responsible for client meeting preparation and follow-up, including assembling paperwork, account reviews, report generation, and meeting documentation
  • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
  • Deepen client relationships and establish credibility and rapport both in person and via phone
  • Clearly articulate complex concepts to customers in a simple and easy-to-understand manner
  • Proactively communicating with clients and following up on all contacts assigned
  • Ability to manage and prioritize multiple and competing priorities daily in pursuit of business objectives
  • Active engagement in client events, marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects
  • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
  • Other duties as assigned

Knowledge, Skills, and/or Abilities
  • Strong understanding of the financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel and PowerPoint) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience
  • Bachelor's degree in finance, accounting or a related field preferred
  • The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts
  • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration
  • Series 7 and 63 preferred
  • Series 65/66 preferred
  • Texas Insurance License preferred

Compensation
  • Compensation is commensurate with experience and qualifications
  • Potential for attractive quarterly bonuses
  • Matching 401(k) plan with the potential for profit-sharing contributions
  • Health, life, and disability insurance available

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