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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 15, 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.
More about Insurance Advisor jobs
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 are popular job titles related to Insurance Advisor jobs in California? For Insurance Advisor jobs in California, the most frequently searched job titles 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:
What are popular job titles related to Insurance Advisor jobs in CA? For Insurance Advisor jobs in CA, the most frequently searched job titles are:
Insurance Advisor jobs near you
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.

Associate Advisor - Glendora, CA

Advisor Talent Solutions

Glendora, CA

$70K - $95K/yr

Full-time

Medical, Dental, Retirement

Posted 8 hours ago

Job description

Position: Associate Advisor
Firm: Vosberg Wealth Management
Location: Glendora, CA
About Us:
Vosberg Wealth Management is a retirement-focused financial planning practice based in Glendora, CA. We specialize in helping individuals over 50 navigate retirement with confidence — covering everything from retirement income planning and Social Security to tax planning, Medicare, and investment management. As a fiduciary, we are committed to providing independent, personalized advice in the best interest of every client we serve. We take a structured, step-by-step approach to financial planning and pride ourselves on building lasting relationships with the people we work with.
Overview:
We are looking for a driven and client-focused Associate Advisor to work directly alongside our lead financial advisor. This is more than a support role — you will actively participate in client meetings, contribute to financial plan development, and build toward managing your own client relationships as the practice grows. This role has the opportunity for advancement into a Financial Planner role. If you want to be part of a fast-growing firm with opportunity for advancement, this is the opportunity for you.
What You'll Do:
  • Participate in client meetings alongside the lead advisor
  • Build, prepare, and present comprehensive retirement plans and tax strategies
  • Develop and maintain client relationships with a focus on long-term trust
  • Provide proactive support to advisors and clients, anticipating needs and opportunities
  • Serve as an ongoing advisor for existing client relationships
  • Provide planning recommendations across retirement income, Social Security, tax, Medicare, and investment strategies
  • Assist with onboarding new clients and ensuring a seamless client experience
  • Manage account paperwork and coordinate with custodians
  • Maintain accurate client records in CRM
  • Stay current on financial planning strategies and tax law changes affecting retirees
What We're Looking For:
  • Bachelor’s degree required
  • Active Series 65 or Series 66 license
  • Life Insurance license
  • 2–4 years of experience in a financial planning or advisory role
  • CFP coursework, CFP candidacy, or CFP designation a plus
  • Solid understanding of retirement planning concepts — income planning, Roth conversions, RMDs, Social Security, and Medicare
  • Familiarity with financial planning software (eMoney, MoneyGuidePro, RightCapital or similar)
  • Knowledge of tax planning software a plus
  • CRM experience
  • Experience managing client relationships and communication
  • Experience with account paperwork and workflows
  • Strong communicator — confident in client-facing situations
  • Detail-oriented, organized, and able to work independently
  • Growth mindset — you want to build something and grow into a lead advisor role
What You’ll Get:
Pay amp; Perks:
  • Base salary: $70,000 – $95,000/year depending on experience
  • Performance bonus potential
  • 401(k) with match
  • Benefits package (health, dental)
  • Clear and defined path to Lead Advisor as the practice expands
Schedule:
  • In office: Monday – Friday, 8:30am - 5:00pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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