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Health Plan Advisor Jobs (NOW HIRING)

... Digital Health Most Wired Organization and continually named one of the Tampa Bay Time's Top ... The RN Advisor uses the nursing process to effectively plan and manage patient care by providing ...

Senior Retirement Plan Advisor

Bethesda, MD ยท On-site

$75K - $132K/yr

Senior Retirement Plan Advisor We are seeking a qualified professional for the position of Senior ... Health insurance licenses are recommended but not mandatory What We Offer: We're proud to offer a ...

Retirement Plan Advisor

Rochester, NY ยท On-site +1

$79K - $112K/yr

Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful ... We believe that providing our employees with the means to lead healthy balanced lives results in ...

Retirement Plan Advisor

Hartford, CT ยท On-site +1

$79K - $112K/yr

Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful ... We believe that providing our employees with the means to lead healthy balanced lives results in ...

Phone Nurse Advisor, Endoscopy

Columbia, MO ยท On-site

$31.26 - $41.06/hr

Digestive Health Center Keene Compensation : * Base Pay Range: $31.26 - $41.06 per hour, based on ... ABOUT THE JOB MU Healthcare is looking for a compassionate and proactive Telephone Nurse Advisor to ...

Retirement Plan Advisor

Springfield, MA ยท On-site +1

$79K - $112K/yr

Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful ... We believe that providing our employees with the means to lead healthy balanced lives results in ...

Retirement Plan Advisor

Denver, CO ยท On-site

$100K - $125K/yr

Our plans are cost-effective, convenient and provide progressive ways for staying healthy ... Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care ...

... plan options while ensuring a compliant, high-quality customer experience. This role exists to ... Health Insurance License to sell in OH, KY, IN Specialized Knowledge: * Ability to learn quickly ...

Empower Yourself. The Retirement Plan Advisor assists individuals in achieving a successful ... We believe that providing our employees with the means to lead healthy balanced lives results in ...

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Health Plan Advisor information

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How much do health plan advisor jobs pay per hour?

As of Jun 8, 2026, the average hourly pay for health plan advisor in the United States is $23.94, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $30.29 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Health Plan Advisor, and why are they important?

To thrive as a Health Plan Advisor, you need a strong understanding of health insurance products, regulations, and a relevant educational background, often with state health insurance licensure. Familiarity with customer relationship management (CRM) systems, quoting software, and compliance platforms is typically required. Outstanding interpersonal communication, problem-solving, and active listening skills help build trust and effectively guide clients through plan options. These skills are crucial for ensuring clients select appropriate coverage, remain compliant, and receive high-quality service in a complex industry.

What is the difference between Health Plan Advisor vs Insurance Agent?

AspectHealth Plan AdvisorInsurance Agent
CredentialsMay require health insurance licenses, certifications in health plansTypically licensed for specific insurance types, including health
Work EnvironmentWork with health insurance providers, healthcare organizations, or directly with clientsWork with multiple insurance companies, often independently or for agencies
Employer & IndustryHealth insurance companies, healthcare organizations, brokeragesInsurance agencies, brokerages, independent sales
Search & Comparison IntentPeople compare health plan options, benefits, and coveragePeople compare different insurance policies and providers

In summary, a Health Plan Advisor specializes in health insurance plans, often requiring specific health insurance licenses and working closely with healthcare providers. An Insurance Agent may handle various insurance types, including health, and typically works with multiple insurers. Both roles involve advising clients on coverage options but differ in scope and industry focus.

What is a Health Plan Advisor?

A Health Plan Advisor is a professional who helps individuals and organizations choose the most suitable health insurance plans based on their needs and budget. They provide guidance on plan options, coverage benefits, costs, and enrollment processes. Health Plan Advisors often stay updated on changes in healthcare laws and insurance offerings to ensure their clients receive accurate and current information. Their goal is to make the process of selecting health coverage easier and more understandable.

What are some common challenges Health Plan Advisors face when helping clients select insurance plans?

Health Plan Advisors often encounter challenges such as explaining complex insurance terms, tailoring recommendations to diverse client needs, and keeping up with frequently changing regulations and plan offerings. Clients may have varying levels of understanding and unique health or financial priorities, requiring the advisor to be both patient and resourceful. Building trust and ensuring clients feel confident in their choices is a critical part of the role, often involving thorough communication and follow-up.
More about Health Plan Advisor jobs
What cities are hiring for Health Plan Advisor jobs? Cities with the most Health Plan Advisor job openings:
Who are the top companies hiring for Health Plan Advisor jobs? The top employers for Health Plan Advisor jobs are:
What states have the most Health Plan Advisor jobs? States with the most job openings for Health Plan Advisor jobs include:
Infographic showing various Health Plan Advisor job openings in the United States as of May 2026, with employment types broken down into 1% As Needed, 78% Full Time, 14% Part Time, and 7% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $49,785 per year, or $23.9 per hour.
Senior Retirement Plan Advisor

Senior Retirement Plan Advisor

National Financial Partners

Bethesda, MD โ€ข On-site

$75K - $132K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 26 days ago


Job description

Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Senior Retirement Plan Advisor
We are seeking a qualified professional for the position of Senior Retirement Plan Advisor. This role involves independently managing and nurturing established client relationships, primarily focusing on service delivery rather than business development. Advisors assume responsibility for clients following the completion of the sales process or upon transition from another consultant. This salaried position includes a revenue-based retention bonus. Senior Advisors are encouraged to pursue new business opportunities and may earn commissions, provided the appropriate licenses are held.
Key Responsibilities:
โ€ข Ongoing relationship management with assigned clients
โ€ข Leading quarterly investment reviews with plan sponsor clients
โ€ข Addressing client inquiries related to compliance and plan design while delivering proactive support
โ€ข Serving as the primary contact between clients and their service providers, such as recordkeepers, TPAs, and auditors
โ€ข Working collaboratively with recordkeepers to create effective participant communication strategies The typical caseload for this role is 3050 client relationships.
Required Experience/Characteristics:
โ€ข Minimum of 5 years' experience in the retirement plan industry (10+ years preferred)
โ€ข Proficient knowledge of retirement plan design and compliance requirements
โ€ข Familiarity with core investment concepts, reporting, asset allocation, and a general understanding of the securities market
โ€ข Exceptional presentation and communication skills
โ€ข Strong commitment to client service, responsiveness, and team collaboration
โ€ข Proficiency with Microsoft Office Suite, CRM systems, and conducting meetings via MS Teams/Zoom
Required Licenses:
โ€ข Series 65 license required
โ€ข Life & Health insurance licenses are recommended but not mandatory
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $75,000 $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.