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Client Advisor Jobs in Utah (NOW HIRING)

Buckner

Client Advisor, Commercial Lines

Saint George, UT · On-site

$60K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Commercial Lines Client Advisor Reports To: Division President Location: St. George, UT Compensation: Starting at $60,000/year with benefits What We Offer: * Comprehensive Health Coverage: Medical ...

Zuzick Organization of Globe Life

... to understand their needs Advise clients on union-backed benefits and available options Guide clients through solutions that best fit their situation Build trust and maintain strong client ...

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How much do client advisor jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for client advisor in Utah is $28.44, according to ZipRecruiter salary data. Most workers in this role earn between $16.20 and $30.87 per hour, depending on experience, location, and employer.

What is a client advisor?

A Client Advisor is a professional who works closely with clients to understand their needs and provide tailored advice, products, or services. Typically found in industries like finance, retail, and luxury goods, Client Advisors act as the main point of contact between the company and its clients. Their responsibilities often include building strong relationships, offering personalized recommendations, and ensuring customer satisfaction. They may also handle account management, sales, and after-sales support to maximize client loyalty and business growth.

What are the key skills and qualifications needed to thrive as a client advisor?

To thrive as a Client Advisor, you need strong interpersonal skills, sales acumen, and a background in customer service or related fields, often supported by a relevant degree or experience. Familiarity with CRM software, point-of-sale systems, and sometimes luxury retail management certifications is typically required. Exceptional communication, active listening, and problem-solving abilities help build trust and deliver personalized service. These skills are essential for fostering lasting client relationships, driving sales, and ensuring customer satisfaction in a competitive environment.

What do you need to be a client advisor?

To become a client advisor, candidates typically need strong communication and interpersonal skills, relevant sales or customer service experience, and often a high school diploma or equivalent. Some roles may require knowledge of financial products or certifications, depending on the industry. Being organized and able to work in a team environment is also important.

How does a client advisor typically collaborate with other departments to ensure excellent client service?

Client Advisors often work closely with teams such as sales, product specialists, and customer service to provide comprehensive support to clients. They act as a bridge between the client and the company, ensuring that client needs and feedback are communicated effectively to relevant departments. Regular collaboration may involve joint meetings, shared project management tools, and coordinated follow-ups to resolve issues or customize solutions. This teamwork helps maintain a high level of client satisfaction and fosters a positive, service-oriented company culture.

Is a client advisor a good career?

A client advisor is a professional who provides personalized service and advice to clients, often in financial, retail, or luxury sectors. The role typically requires strong communication skills, product knowledge, and relationship management, with opportunities for advancement and performance-based bonuses. It can be a stable career path for those interested in customer service and sales.

How much does a client advisor earn?

A client advisor's average salary varies depending on the industry, location, and experience, but typically ranges from $40,000 to $70,000 annually. Many client advisors also earn commissions or bonuses based on sales performance, which can increase total compensation. Strong communication skills and product knowledge are important for success in this role.

What is the difference between Client Advisor vs Financial Consultant?

AspectClient AdvisorFinancial Consultant
Required CredentialsCertifications like CFP, Series 7, Series 63CFP, CFA, Series 7, Series 63
Work EnvironmentFinancial institutions, banks, wealth management firmsIndependent or firm-based, consulting firms, banks
Employer & Industry UsageUsed in banking and wealth management sectorsCommon in financial planning and investment advisory
Search & Comparison IntentClients seeking personalized financial adviceIndividuals or businesses seeking investment strategies

While both roles involve financial advice, Client Advisors typically work within banks or wealth management firms focusing on client relationships, whereas Financial Consultants often provide broader investment and financial planning services, sometimes independently. The choice depends on your specific financial needs and career interests.

What are the most commonly searched types of Client Advisor jobs in Utah?

The most popular types of Client Advisor jobs in Utah are:

What are popular job titles related to Client Advisor jobs in Utah?

For Client Advisor jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Client Advisor jobs in Utah look for?

The top searched job categories for Client Advisor jobs in Utah are:

What are popular job titles related to Client Advisor jobs in UT?

For Client Advisor jobs in UT, the most frequently searched job titles are:

Client Advisor jobs near you
Infographic showing various Client Advisor job openings in Utah as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $59,149 per year, or $28.4 per hour.

Client Advisor, Commercial Lines

Buckner

Saint George, UT • On-site

$60K/yr

Other

Medical, Dental, Vision, Retirement

Re-posted 22 days ago

Job description

Commercial Lines Client Advisor

Reports To: Division President Location: St. George, UT Compensation: Starting at $60,000/year with benefits

What We Offer:

  • Comprehensive Health Coverage: Medical, dental, and vision insurance plans to keep you and your family covered.
  • Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives.
  • Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years.
  • Paid Parental Leave: Generous time off for new parents, because growing your family shouldn't mean sacrificing your career.
  • Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness.
  • Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
  • Work Life Integration: We believe that success isn't just measured at the office—it's about thriving in all aspects of life. That's why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
  • Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!

Position Overview for Recent Graduates:

If you're starting your career and want to enter a sales-driven role, this position could be a great fit. It's designed for individuals with strong communication skills who are eager to learn about insurance products. You'll sell insurance to both new and existing business clients while managing and building your client list.

Key Responsibilities:

  • Set and Meet Sales Goals: Work towards the sales goals set in your yearly plan.
  • Find New Clients: Look for new business opportunities with current clients and targeted groups.
  • Make Connections: Reach out to potential clients to offer quotes and arrange sales meetings.
  • Assess Client Needs: Understand what insurance clients need by reviewing their current policies and risks.
  • Gather Info: Collect detailed information about clients' risks and previous insurance claims.
  • Create Insurance Proposals: Develop and present detailed insurance plans including coverage options, limits, and deductibles.
  • Team Collaboration: Work with account managers to finalize and submit insurance deals to companies.
  • Meet with Clients: Present insurance proposals and renewal options to clients, explaining details and seeking their business.
  • Client Introduction: Introduce clients to account managers who will handle service calls.
  • Resolve Issues: Stay updated on any claims or service problems and help solve issues when needed.
  • Assist with Renewals: Help with insurance policy renewals by reviewing upcoming expirations and gathering necessary information.
  • Report and Meet: Track your progress with production reports and attend required sales meetings.
  • Advocate for the Agency: Promote the agency and the insurance industry within the community.
  • Stay Informed: Keep up with industry news and attend training to learn about new insurance products.
  • Additional Tasks: Complete other tasks and projects as assigned by management.

Qualifications:

  • College degree from a four-year university, or equivalent combination of education and experience
  • Experience in insurance is preferred
  • Experience in commercial (property and casualty) insurance with larger and more complex middle market clients and risks is preferred

Licenses or Certifications:

  • Active Utah Property and Casualty license required; Utah Life & Health license desired
  • CIC, CPCU designation preferred

Required Job Knowledge and Skills:

  • Proven ability to pursue and close sales.
  • Ability to establish and develop strong relationships with clients, carriers, trusted business partners, and coworkers
  • Business development and financial evaluation skills
  • Good organizational and time management skills

Apply