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Insurance Advisor Jobs in California (NOW HIRING)

Acera Insurance

$45K - $50K/yr

This role's purpose is to advise, explain, promote and sell insurance policies to ensure Acera clients are correctly insured. If you thrive on a high pace and keeping clients happy while protecting ...

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Insurance Advisor information

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$26.2K

$64.8K

$99.7K

How much do insurance advisor jobs pay per year?

As of Aug 23, 2026, the average yearly pay for insurance advisor in California is $64,751.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $79,000.00 per year, depending on experience, location, and employer.

What does an insurance advisor do?

Insurance advisors provide a range of insurance-related advice to individual customers. Your duties in this career involve financial management, client sales, and business advice for customers. You provide a detailed analysis of the current options available to your clients and suggest possible options for them to pursue. You also provide businesses with information related to compliance and insurance administration projects. You often work closely with underwriters and other people who assess risk to determine the best products for your customers.

What are the key skills and qualifications needed to thrive as an insurance advisor, and why are they important?

To thrive as an Insurance Advisor, you need a solid understanding of insurance products, financial planning, and relevant regulations, often backed by certifications such as a state insurance license. Familiarity with customer relationship management (CRM) software and policy management systems is typically required. Strong interpersonal skills, active listening, and persuasive communication help build trust and effectively address client needs. These skills ensure advisors can provide tailored solutions, maintain compliance, and foster lasting client relationships in a competitive market.

What are some common challenges insurance advisors face when building a client base, and how can they overcome them?

Insurance Advisors often encounter challenges such as building trust with new clients, differentiating their services in a competitive market, and managing client objections or misconceptions about insurance products. To overcome these hurdles, Advisors can focus on developing strong interpersonal communication skills, staying updated on industry trends, and leveraging client referrals and networking events. Many successful advisors also invest time in ongoing education and utilize digital tools to maintain meaningful client relationships and streamline their workflow.
More about Insurance Advisor jobs

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The most popular types of Insurance Advisor jobs in California are:

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For Insurance Advisor jobs in California, the most frequently searched job titles are:

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Insurance Advisor jobs near you
Infographic showing various Insurance Advisor job openings in California as of August 2026, with employment types broken down into 80% Full Time, and 20% Part Time. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $64,751 per year, or $31.1 per hour.

Estate Planning & Insurance Advisor

Affinex Financial

Santa Ana, CA • On-site

$150 - $500/hr

Other

Posted 5 days ago

Job description

Location: On the road

Job Type: Full-time, Contract

Salary: $150,000.00 - $500,000.00 per year

Company Overview

Affinex Capital, a two-time Inc. 5000 Fastest Growing Companies honoree, is rapidly expanding its footprint across Florida. We operate an advisor-first platform designed to take 100% of the marketing and prospecting burden off your shoulders by providing high-intent, pre-scheduled client appointments directly on your calendar. In this role, you will meet with local clients who have already established a living trust to review their estate plans and deliver "safe money" income protection solutions.

Estate Planning & Insurance Advisor Responsibilities:

  • Attend pre-scheduled, in-person appointments with local clients who have recently established living trusts.
  • Conduct structured, educational reviews of client financial situations to identify gaps in retirement income.
  • Educate clients on risk-managed, "safe money" options—primarily Fixed Indexed Annuities—to ensure wealth preservation.
  • Follow our proven, structured educational sales model to maintain high client satisfaction and close rates.
  • Maintain an active schedule to consistently match the steady flow of pre-set company appointments.

Estate Planning & Insurance Advisor Requirements:

  • Active Life Insurance Producer’s License (Required).
  • 1–3+ years of experience in insurance sales, financial services, or related relationship-driven closing roles (Preferred).
  • Comfortable working in a 1099 contract, commission-only structure with uncapped earning potential.
  • High coachability and willingness to master a strict, proven educational presentation system.
  • Strong communication skills with the ability to explain complex financial concepts in simple, empathetic terms.

Estate Planning & Insurance Advisor Benefits:

  • Pre-Scheduled Appointments:Zero cold-calling, prospecting, or paying for leads; your calendar is fully managed for you.
  • World-Class Training:Comprehensive, company-paid training covering our proprietary estate preservation process and compliance.
  • Full Back-Office Support:A dedicated internal team handles operations and administrative paperwork so you can focus entirely on clients.
  • Uncapped Earning Potential:High-performing commission splits supplemented by quarterly activity bonuses and incentive trips.

$150,000 - $500,000 a year

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