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Associate Insurance Advisor Jobs in Dallas, TX (NOW HIRING)

H&R Block

Block Advisor Tax Advisor

Arlington, TX · On-site

Experience in a consultative or advisory client relationship role (financial advising, insurance ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisor Tax Advisor

Flower Mound, TX · On-site

Experience in a consultative or advisory client relationship role (financial advising, insurance ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisor Tax Advisor

Dallas, TX · On-site

Experience in a consultative or advisory client relationship role (financial advising, insurance ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisor Tax Advisor

Carrollton, TX · On-site

Experience in a consultative or advisory client relationship role (financial advising, insurance ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisor Tax Advisor

Keller, TX · On-site

Experience in a consultative or advisory client relationship role (financial advising, insurance ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisor Tax Advisor

Dallas, TX · On-site

Experience in a consultative or advisory client relationship role (financial advising, insurance ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

The Body Shop

Service Advisor

Mckinney, TX · On-site

$75K - $90K/yr

Ensure compliance with all insurance client requirements, processes and metrics * Communicate all ... We are looking for a reliable and detail-oriented Parts Associate to join our team and support ...

CX Institutional LLC

Financial Advisor

Plano, TX · On-site

Expertise is expected on matters of financial planning, estate planning, risk and insurance ... Service Associate, and Client Care Coordinator to serve clients from $250,000 up to $1 million.

W3Global Inc.

Executive Wealth Advisor

Dallas, TX · On-site

$150K - $225K/yr

Our advisors mainly work with professionals in taxes, insurance, estate planning, financial ... Manage & develop Lead and Associate Advisors. * Collaborate on new marketing strategies, programs ...

HUB

Senior Wealth Advisor

Dallas, TX · On-site

$240K/yr

HUB is a global insurance and employee benefits broker, providing a broad array of property ... Train and mentor associates across the wealth advisory team * Leverage community relations and ...

H&R Block

Block Advisors Tax Advisor

Grapevine, TX · On-site

Experience in a consultative or advisory client relationship role (financial advising, insurance ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

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Showing results 21-40

All JobsAssociate Insurance Advisor JobsAssociate Insurance Advisor Jobs in Dallas, TX

Associate Insurance Advisor information

See Dallas, TX salary details

$38.1K

$66.4K

$111.3K

How much do associate insurance advisor jobs pay per year?

As of Sep 14, 2026, the average yearly pay for associate insurance advisor in Dallas, TX is $66,434.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $81,600.00 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 Dallas, TX?

The most popular types of Insurance Advisor jobs in Dallas, TX are:

Associate Insurance Advisor jobs near you
Infographic showing various Associate Insurance Advisor job openings in Dallas, TX as of July 2026, with employment types broken down into 81% Full Time, and 19% Part Time. Highlights an 100% In-person job distribution, with an average salary of $66,434 per year, or $31.9 per hour.

Block Advisor Tax Advisor

Arlington, TX • On-site

H&R Block
Accounting Services • 1 - 5K employees
Learn more about H&R Blockexternal

Full-time

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.
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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

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