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Associate Insurance Advisor Jobs in Utah (NOW HIRING)

Service Advisor

Hurricane, UT · On-site

$70K - $85K/yr

Pet Insurance * 5-day work week * Employee Assistance Program (EAP) * Legal Coverage and Identity ... and associates. You are not just an employee - you are family. We invest in our team through ...

Strategy Advancement Advisor

North Salt Lake, UT · On-site +1

$97K - $128K/yr

... associates understand and promote Tech strategy * Familiarize yourself with emerging ideas and ... Health insurance, provider, and/or integrated health care experience * Experience working with/in ...

Strategy Advancement Advisor

North Salt Lake, UT · On-site +1

$97K - $128K/yr

... associates understand and promote Tech strategy * Familiarize yourself with emerging ideas and ... Health insurance, provider, and/or integrated health care experience * Experience working with/in ...

Strategy Advancement Advisor

North Salt Lake, UT · On-site +1

$97K - $128K/yr

... associates understand and promote Tech strategy * Familiarize yourself with emerging ideas and ... Health insurance, provider, and/or integrated health care experience * Experience working with/in ...

... Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a ... Life and AD&D Insurance * Paid sick leave1 * Paid Holidays1 * Vacation days per year1 * Retirement ...

... Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a ... Life and AD&D Insurance * Paid sick leave1 * Paid Holidays1 * Vacation days per year1 * Retirement ...

... Associate.) In supporting our retail locations across the country (and Canada!), Advisors have a ... Life and AD&D Insurance * Paid sick leave1 * Paid Holidays1 * Vacation days per year1 * Retirement ...

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Showing results 1-20

Associate Insurance Advisor information

See Utah salary details

$35K

$61.1K

$102.4K

How much do associate insurance advisor jobs pay per year?

As of Jun 25, 2026, the average yearly pay for associate insurance advisor in Utah is $61,138.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $75,100.00 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.

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.
Financial Advisor

Full-time

Medical, Life, Retirement, PTO

Posted 22 days ago


Job description

Financial Advisor

Dentist Advisors

Location: South Jordan, UT

Salary: Open

Type: Full Time – Experienced

Category: Wealth Advisor

OUR VISION

“A world where people embrace the habits of holistic financial health and live their present lives to the fullest.” 

Dentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant investments in technology and educational content, we’ve unlocked a platform that delivers proactive and personalized advice to thousands of dentists across the country. 

Our corporate mission is to design and uphold the universal standard of holistic financial health (for as many people as possible, as long as we can maintain quality). The dental vertical is large enough to sustain a very large organization, but we are continuously testing how to responsibly expand to other medical professionals and small business owners.  

Our Elements® App (IOS native mobile) is set to be released in 2020, and will empower even more people to properly organize their finances, and make smart decisions when working with their professional advisors. Both our content marketing program and our technology are rooted in a long-term, behavior-first planning approach that empowers people to live in the moment. We believe the future of finance is a hybrid of deep, impactful human relationships made more efficient by excellent technology. 

THE POSITION

We are seeking an experienced financial advisor who will help dentists embrace the habits of holistic financial health. Through collaboration with internal team members and industry partners, you will serve as the quarterback for your clients’ financial plans to help them make smart financial decisions. You will oversee investment strategies, coach clients through complex financial decisions, and be a voice of authority within our firm. You will also participate in business building activities which include selling, business development, training, recruiting, social outreach, speaking, and content development.

JOBS TO BE DONE

  • Conduct initial consultations with prospective clients
  • Design and implement financial plans for new clients
  • Own the construction, implementation, and execution of investment plans
  • Approve client-facing performance summaries
  • Provide ongoing, proactive financial guidance for clients
  • Mentor our associate advisors
  • Use Salesforce CRM to manage daily tasks and monitor client activity

REQUIRED SKILLS AND EXPERIENCE

  • Bachelor’s degree
  • 3+ years of client-facing financial advisor experience
  • Financial securities license
  • Strong technical competence related to qualified retirement plans, investment accounts, tax strategy, insurance, corporate structure, real estate, personal finance, and debt management.
  • Well versed in investment academics, MPT, 4-Factor model, passive management, and conversant in the science of investing.

PREFERRED EDUCATION, SKILLS AND EXPERIENCE

  • Bachelor’s degree in finance, accounting, or business
  • CFP® or CFA® designation
  • Masters in Finance (MSF), Business (MBA), or Financial Services (MSFS)
  • Experience working with dentists, medical professionals, or other high net worth clients
  • Familiarity with Salesforce CRM and eMoney software

WHO YOU ARE

  • Strong interpersonal skills, with the ability to gain the trust of successful professionals
  • Excellent written and verbal communicator
  • Prioritize getting it right over being right
  • Comfortable in a start-up environment
  • Collaborative
  • Willing to challenge clients, employees, and management directly
  • Able to receive direct feedback constructively
  • Organized
  • Attentive to details
  • Self-starter and learner
  • Willing to adapt to rapid change
  • Reliable

WHAT'S IN IT FOR YOU?

As innovators in the financial space, we believe real change requires collaboration among passionate people unified by the same mission, vision, and values.

While some firms allow their culture to “happen” we consider it the most important part of our business strategy.

We strive for a work environment where each employee:

  • Feels safe and accepted
  • Finds purpose
  • Makes continual progress
  • Maintains work/life balance
  • Has fun

This position’s compensation package includes:

  • Opportunity to start at the ground floor of a rapidly growing, funded start-up
  • Group health insurance
  • 401(k) retirement plan (up to 6% company match)
  • Company-paid life and disability insurance
  • Generous paid time off schedule
  • Paid parental leave
  • Gym membership
  • Continuing education reimbursement
  • Complimentary investment management service
  • Quarterly offsite team building events
  • Weekly office lunch / stocked onsite snack cupboard
Employment Type: FULL_TIME