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Associate Insurance Advisor Jobs in Washington (NOW HIRING)

Block Advisor Tax Advisor

Pasadena, MD · On-site

$16.58 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $16.58 - $29.25/Hr. Sponsored Job ...

Block Advisor Tax Advisor

Manassas, VA · On-site

$16.58 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $16.58 - $29.25/Hr. Sponsored Job ...

Block Advisor Tax Advisor

Arlington, VA · On-site

$16.58 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $16.58 - $29.25/Hr. Sponsored Job ...

Block Advisor Tax Advisor

Washington, DC · On-site

$18.40 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $18.40 - $29.25/Hr. Sponsored Job ...

Block Advisor Tax Advisor

Alexandria, VA · On-site

$16.58 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $16.58 - $29.25/Hr. Sponsored Job ...

Block Advisor Tax Advisor

Woodbridge, VA · On-site

$16.58 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $16.58 - $29.25/Hr. Sponsored Job ...

Block Advisor Tax Advisor

Vienna, VA · On-site

$16.58 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $16.58 - $29.25/Hr. Sponsored Job ...

Block Advisor Tax Advisor

Arlington, VA · On-site

$16.58 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $16.58 - $29.25/Hr. Sponsored Job ...

Block Advisor Tax Advisor

Washington, DC · On-site

$18.40 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $18.40 - $29.25/Hr. Sponsored Job ...

Block Advisor Tax Advisor

Falls Church, VA · On-site

$16.58 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $16.58 - $29.25/Hr. Sponsored Job ...

Block Advisor Tax Advisor

Columbia, MD · On-site

$16.58 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $16.58 - $29.25/Hr. Sponsored Job ...

Block Advisor Tax Advisor

Gambrills, MD · On-site

$16.58 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $16.58 - $29.25/Hr. Sponsored Job ...

Block Advisor Tax Advisor

Centreville, VA · On-site

$16.58 - $29.25/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $16.58 - $29.25/Hr. Sponsored Job ...

Block Advisors Tax Advisor

Vienna, VA · On-site

$12.77 - $80/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $12.77 - $80.00/Hr. #J-18808-Ljbffr

Block Advisors Tax Advisor

Vienna, VA · On-site

$12.77 - $80/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... Insurance; and receive Associate Tax Prep benefit. Pay Range $12.77 - $80.00/Hr. Sponsored Job ...

Showing results 21-40

Associate Insurance Advisor information

See Washington salary details

$43.6K

$76.1K

$127.4K

How much do associate insurance advisor jobs pay per year?

As of Sep 14, 2026, the average yearly pay for associate insurance advisor in Washington is $76,062.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,300.00 and $93,400.00 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 Washington are hiring for Associate Insurance Advisor jobs?

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

Block Advisor Tax Advisor

Pasadena, MD • On-site

H&R Block
Accounting Services • 1 - 5K employees

$16.58 - $29.25/hr

Full-time

Retirement

Posted 6 days ago


H&R Block rating

5.7

Company rating: 5.7 out of 10

Based on 296 frontline employees who took The Breakroom Quiz


Job description

About the Role
As a year-round Block Advisor Tax Advisor, you are a trusted advisor who helps clients navigate complex tax and business services situations with confidence. You'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships - backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. This role is in-person at a local Block Advisors office.
  • Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns
  • Conduct in-depth client interviews to understand financial situations, life changes, and tax implications - then provide clear, personalized recommendations
  • Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services
  • Provide IRS support, tax notice assistance, and audit guidance to clients as needed
  • Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Required Qualifications
  • Successful completion of the H&R Block Tax Knowledge Assessment¹
  • 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
  • Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution
  • Experience working in a client-facing, consultative, or advisory role
  • Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
  • Must complete continuing education and meet all other IRS and applicable state requirements
  • High school diploma / GED / equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • CPA or Enrolled Agent (EA), or other IRS Circular 230 credentials
  • Familiarity with GoSystem or Ultratax software
  • Familiarity with AI-powered tools (e.g., Microsoft Copilot, ChatGPT)
  • Experience in a consultative or advisory client relationship role (financial advising, insurance, or professional services)

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
¹ - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$16.58 - $29.25/Hr.
Sponsored Job
#19206

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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US