... Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup ... Customer Service, Sales Please be advised that Fidelity's business is governed by the provisions of ...
... Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup ... Customer Service, Sales Please be advised that Fidelity's business is governed by the provisions of ...
Customer Service Associate - Nights/Weekends
Provo, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Nights/Weekends
Provo, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Nights/Weekends
South Jordan, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Nights/Weekends
South Jordan, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Morning Shift
Riverdale, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Morning Shift
Riverdale, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Nights/Weekends
Provo, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Nights/Weekends
Provo, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Nights/Weekends
Provo, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Nights/Weekends
Provo, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Nights/Weekends
South Jordan, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Nights/Weekends
South Jordan, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Morning Shift
Riverdale, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Morning Shift
Riverdale, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
ProSales Associate (Early Career Sales Program)
Salt Lake City, UT · On-site
$28.85 - $33.65/hr
... be advised that the actual salary offered for any position is subject to the company's sole ... Keeping you healthy Medical, Dental, and Vision Coverage Life and disability insurance Flex ...
ProSales Associate (Early Career Sales Program)
Salt Lake City, UT · On-site
$28.85 - $33.65/hr
... be advised that the actual salary offered for any position is subject to the company's sole ... Keeping you healthy Medical, Dental, and Vision Coverage Life and disability insurance Flex ...
H&M Sales Advisor - Red Cliffs Mall
Saint George, UT · On-site
$12.25/hr
... of health insurance, wellness and family support programs, company match retirement plan, paid ... Sales Associates Pay Rate $12.25 per hour** *This job posting highlights the most critical ...
H&M Sales Advisor - Red Cliffs Mall
Saint George, UT · On-site
$12.25/hr
... of health insurance, wellness and family support programs, company match retirement plan, paid ... Sales Associates Pay Rate $12.25 per hour** *This job posting highlights the most critical ...
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Dinner/Close Shift
Riverton, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Dinner/Close Shift
Riverton, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
... of health insurance, wellness and family support programs, company match retirement plan, paid ... Sales Associates Pay Rate $12.25 per hour** *This job posting highlights the most critical ...
... of health insurance, wellness and family support programs, company match retirement plan, paid ... Sales Associates Pay Rate $12.25 per hour** *This job posting highlights the most critical ...
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Dinner/Close Shift
Riverton, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Customer Service Associate - Dinner/Close Shift
Riverton, UT · On-site
$14/hr
Access to financial advisors for budget and retirement planning * Crewmember Assistance Program ... Pet Insurance Perks & Rewards for hourly Crew: * Paid Time Off* * Closed for all major holidays*
Associate Insurance Advisor information
See Utah salary details
$39.7K is the 25th percentile. Wages below this are outliers.
$35K - $41.2K
33% of jobs
$41.2K - $47.3K
1% of jobs
$47.3K - $53.4K
9% of jobs
The median wage is $56.7K / yr.
$53.4K - $59.5K
13% of jobs
$59.5K - $65.7K
7% of jobs
$65.7K - $71.8K
12% of jobs
$72K is the 75th percentile. Wages above this are outliers.
$71.8K - $77.9K
9% of jobs
$77.9K - $84K
6% of jobs
$84K - $90.2K
5% of jobs
$90.2K - $96.3K
2% of jobs
$96.3K - $102.4K
2% of jobs
$35K
$61.1K
$102.4K
How much do associate insurance advisor jobs pay per year?
As of Jul 16, 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?
| Aspect | Associate Insurance Advisor | Insurance Agent |
|---|---|---|
| Credentials | Typically requires licensing and some industry certifications | Requires licensing; certifications vary by region |
| Work Environment | Often works in insurance firms, assisting clients and advisors | Works independently or for agencies, selling policies directly |
| Employer & Industry Usage | Commonly employed in insurance companies and brokerages | Employed by agencies or independently selling policies |
| Search & Comparison Intent | People compare to understand entry-level roles assisting advisors | People 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 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.
Planning and Advice Associate - Salt Lake City, Utah
Salt Lake City, UT • On-site
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 5 days ago
Fidelity Investments rating
8.7
Based on 266 frontline employees who took The Breakroom Quiz
17th of 148 rated financial services
Job description
Is it time to make new investments into your career?
Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.
We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.
What to expect...
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity's products, services, and planning tools. You will develop relationship-building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.
Key Responsibilities
• As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
• Guide clients using Fidelity's planning tools, research, and investment solutions.
• Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
• Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
• Discuss market trends, investment concepts, and financial planning strategies.
• Manage and prioritize your day using Salesforce and internal systems.
Skills & Expertise
• Strong client relationship and consultative experience.
• Experience with inbound/outbound warm leads and customer engagement.
• Interest or knowledge in financial services and retirement planning.
• Strong communication, technology, and time-management skills.
• Ability and flexibility to work in a "hybrid" work setting, both at home and in office.
• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire
Licensing & Development
• Paid support to obtain SIE, Series 7, and Series 66.
• Tuition reimbursement available for future credentials.
Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.
Sound too good to be true? See for yourself and learn more about our benefits offerings:
• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab) • Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)
Note: Fidelity is not providing immigration sponsorship for this position
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service, Sales
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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