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$26.5K

$65.6K

$101K

How much do cambridge insurance advisors jobs pay per year?

As of Jun 11, 2026, the average yearly pay for cambridge insurance advisors in the United States is $65,610.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $80,000.00 per year, depending on experience, location, and employer.

What is the difference between Cambridge Insurance Advisors vs Insurance Agent?

AspectCambridge Insurance AdvisorsInsurance Agent
CredentialsLicenses, certifications in insurance productsLicenses, certifications in insurance sales
Work EnvironmentAdvisory, client-focused, office-based or remoteSales-focused, agency or brokerage setting
Employer & IndustryInsurance firms, brokerages, financial servicesInsurance companies, independent agencies

Cambridge Insurance Advisors typically provide personalized insurance consulting and risk management advice, whereas Insurance Agents focus on selling insurance policies. Both roles require licensing and operate within the insurance industry, but their primary functions differ—advisory versus sales-oriented.

What are the key skills and qualifications needed to thrive as an Insurance Advisor at Cambridge Insurance Advisors, and why are they important?

To thrive as an Insurance Advisor, you need a solid understanding of insurance products, risk assessment, and sales acumen, often supported by relevant state licensing and a background in finance or business. Familiarity with CRM software, insurance quoting platforms, and regulatory compliance systems is typically required. Strong interpersonal skills, active listening, and persuasive communication help build trust with clients and foster lasting relationships. These abilities are essential for effectively matching clients with suitable policies, ensuring regulatory compliance, and driving business growth.

What are some common challenges Cambridge Insurance Advisors face when working with clients, and how can these be effectively managed?

Cambridge Insurance Advisors often encounter challenges such as helping clients understand complex policy details and tailoring coverage to fit unique needs. Advisors must balance regulatory requirements with finding the best solutions for clients, which can involve continuous learning and staying updated on industry changes. Effective communication, patience, and a consultative approach are key to building trust and ensuring clients feel informed and confident in their decisions. Regular training and collaboration with experienced team members can also help address these challenges successfully.

What are Cambridge Insurance Advisors?

Cambridge Insurance Advisors are professionals or firms that provide expert advice and services related to insurance products, including personal, business, and specialty insurance solutions. They help clients assess their insurance needs, compare policy options, and manage risk by recommending appropriate coverage. Acting as intermediaries between clients and insurance providers, Cambridge Insurance Advisors ensure clients receive tailored insurance plans and ongoing support for claims or policy changes. Their goal is to offer objective guidance to help individuals and businesses make informed decisions about their insurance protection.
Infographic showing various Cambridge Insurance Advisors job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, and 99% Full Time. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $65,610 per year, or $31.5 per hour.
Client Solutions Consultant

Client Solutions Consultant

Cambridge Investment Research, Inc.

Fairfield, IA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Job description

Job SummaryKey Deliverables and Responsibilities

Cambridge Investment Research is seeking a driven and consultative Client Solutions Consultant to support and grow relationships with existing Cambridge Financial Advisors. This role is ideal for a sales professional who thrives in a relationship-focused environment and enjoys helping advisors deliver comprehensive financial solutions to their clients.

As a Client Solutions Consultant, you will act as a trusted partner-proactively identifying opportunities and recommending tailored solutions across financial planning, retirement products, and Cambridge Source offerings.

Key Responsibilities

  • Build and maintain strong relationships with existing Cambridge Financial Advisors to support their business growth

  • Proactively identify client needs and recommend solutions across:

    • Financial planning strategies

    • Retirement solutions

    • Cambridge Source offerings

  • Drive adoption and utilization of Cambridge products and platforms

  • Conduct consultative outreach (phone, virtual, and in-person) to educate advisors on available solutions

  • Collaborate with internal partners to deliver a seamless advisor experience

  • Stay current on industry trends, product knowledge, and regulatory considerations

  • Travel up to 25% to meet with advisors and attend events as needed

What We Are Looking For

  • Proven experience in sales, relationship management, or financial services consulting

  • Strong knowledge of financial planning and retirement products

  • Demonstrated ability to influence and consult with clients in a sales-driven environment

  • Excellent communication, presentation, and interpersonal skills

  • Ability to manage multiple priorities in a fast-paced environment

  • FINRA licenses (e.g., Series 7, 63/65 or 66) preferred or willingness to obtain within first year of employment

  • Bachelor's degree or equivalent experience preferred

Location: Phoenix, AZ or Fairfield, IA - Hybrid in-office 3 days/week

Salary Range: $75-85,000/year + bonus

Why Cambridge?

Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.

  • Premium benefit package including medical, vision, dental, life and long-term disability insurance

  • Vacation/sick time

  • 401K retirement plan with company matching program

  • Eleven paid holidays

You can find more details about our comprehensive benefits packagehere.

Company Overview:

At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values-integrity, commitment, flexibility, and kindness-we put financial advisors first in every decision we make.

Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.

Our community of over 4,000 producing financial advisors includes diverse business models-RIA, corporate RIA, hybrid, fee-only, and brokerage-and offers a broad selection of investment solutions with no proprietary products.

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