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Insurance Advisor Jobs in California (NOW HIRING)

Regional Sales Manager

Los Angeles, CA · On-site +1

$95K - $110K/yr

As a Remote Insurance Advisor, you will work directly with clients to provide guidance, answer questions, and deliver high-quality service. This position is well suited for individuals who are ...

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Insurance Advisor information

See California salary details

$26.2K

$64.8K

$99.7K

How much do insurance advisor jobs pay per year?

As of Jun 14, 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 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 Do Insurance Advisors 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 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.

What does an Insurance Advisor do?

An Insurance Advisor helps clients understand, select, and manage insurance policies that best suit their needs. They assess clients’ financial situations and risks, explain different insurance options, and assist with purchasing life, health, auto, or property insurance. Insurance Advisors also provide ongoing support, answer questions about coverage, and help clients file claims if needed. Their goal is to ensure clients are adequately protected and make informed decisions about their insurance needs.
What are the most commonly searched types of Insurance Advisor jobs in California? The most popular types of Insurance Advisor jobs in California are:
What job categories do people searching Insurance Advisor jobs in California look for? The top searched job categories for Insurance Advisor jobs in California are:
What cities in California are hiring for Insurance Advisor jobs? Cities in California with the most Insurance Advisor job openings:
Infographic showing various Insurance Advisor job openings in California as of June 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 96% Full Time, 1% Part Time, and 1% Nights. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $64,751 per year, or $31.1 per hour.
Insurance & Retirement Advisor

Insurance & Retirement Advisor

The Redlands Chamber of Commerce

Redlands, CA • On-site

$23 - $30/hr

Full-time

Posted yesterday


Job description

Employer: Vantage Insurance in Redlands, CA is seeking an Insurance & Retirement Advisor to join their team.
Location: Redlands, CA
Hours and Pay
The starting hourly pay rate is $23 to $30, with potential bonuses based on production and performance.
Status: Full-time
Job Overview: Vantage Insurance
We are seeking a dedicated Insurance & Retirement Advisor to assist our lead sales and advisory agent in the financial and insurance planning workflow. This role is essential in preparing for meetings, processing new business, onboarding clients, and reinforcing the concepts, products, and strategies presented to clients and prospects. The Insurance & Retirement Advisor will deliver exceptional customer service and interact with clients and prospects as needed. Key responsibilities include:
  1. Meeting Preparation: Take notes during client meetings and complete the VCQ.
  2. Client Communication: Send meeting recaps to clients.
  3. CRM Management: Input initial data into CRM systems or coordinate with administrative support, including tasks related to the Vantage Appreciation Program.
  4. Material Preparation: Gather illustrations and prepare materials and reports for client meetings.
  5. Client Surveys: Ensure clients complete our survey to enhance our understanding and show appreciation.
  6. Application Assistance: Help clients complete applications for life insurance, annuities, long-term care, and other products.
  7. Policy Support: Assist with underwriting and policy delivery processes in coordination with internal admin teams.
  8. Documentation: Prepare annual review and policy delivery folders in collaboration with the admin team.

Skills, Experience, and Credentials Required
  • Minimum of 2 years' experience in insurance and/or financial services.
  • Life insurance license.
  • Positive, cheerful, and supportive attitude.
  • Strong personal integrity and commitment to excellence.
  • Excellent organizational and time management skills.
  • Effective teamwork and collaborative mindset.
  • Proficiency with typing, computer, tablet, and phone operations.
  • Skilled in Email, online data storage, PowerPoint, Word, and Excel.
  • Excellent phone communication and professional writing skills.
  • Basic understanding of the insurance industry.

Reporting and Management
This position reports to Luke Kibler, President, or as delegated.
Locations Redlands