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Associate Insurance Advisor Jobs in Washington (NOW HIRING)

An amazing Associate discount Salary and Other Compensation : The starting hourly rate for this ... insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance ...

Wealth Advisor

Mclean, VA

$100K - $250K/yr

Coordinate retirement, tax, estate, education, insurance, and investment planning strategies ... Review planning analyses and recommendations prepared by associates. * Participate in business ...

Style Advisor

Chevy Chase, MD ยท On-site

$17.65 - $24.26/hr

An amazing Associate discount Salary and Other Compensation : The starting hourly rate for this ... insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance ...

Style Advisor

Mclean, VA ยท On-site

$12 - $18.70/hr

An amazing Associate discount Salary and Other Compensation : The starting hourly rate for this ... insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance ...

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Showing results 1-20

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 Jul 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.

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 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 cities in Washington are hiring for Associate Insurance Advisor jobs? Cities in Washington with the most Associate Insurance Advisor job openings:
Block Advisors Tax Advisor - Immediate Hire

Block Advisors Tax Advisor - Immediate Hire

H&R Block

Laurel, MD โ€ข On-site

$11 - $80/hr

Full-time

Retirement

Re-posted 8 days ago


Job description

About the Role
As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year.
Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. You'll have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.
Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs. We assist our clients in reaching their financial goals year-round.
Day to day, you'll...
  • Build year-round client relationships
  • Provide tax preparation, tax audit support and tax planning year-round
  • Create confidence in our clients by conducing tax interviews face to face and through virtual tools (video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
    • All certification levels can provide tax notice services
    • Circular 230 associates can provide audit representation
  • Grow your tax expertise

Required Qualifications
  • 5+ years of tax experience
  • Experience completing individual tax returns
  • Tax planning and audit support
  • Ability to effectively communicate in person and virtually
  • Comfort working with virtual tools - video conferencing and chat
  • Experience working in a fast-paced, supportive environment
  • Successful completion of the H&R Block Tax Knowledge Assessment1 or equivalent
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements

1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Preferred Qualifications
  • CPA or Enrolled Agent certification
  • Experience completing business tax returns
  • Experience conducting virtual tax interviews
  • Sales and/or marketing experience
  • Bachelor's degree in accounting or related field

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.
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
$11.00 - $80.00/Hr.
Sponsored Job
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