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Insurance Advisor Jobs in Washington (NOW HIRING)

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Insurance Advisor information

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$30K

$74.3K

$114.4K

How much do insurance advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for insurance advisor in Washington is $74,310.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,400.00 and $90,600.00 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 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 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
What are the most commonly searched types of Insurance Advisor jobs in Washington? The most popular types of Insurance Advisor jobs in Washington are:
What are popular job titles related to Insurance Advisor jobs in Washington? For Insurance Advisor jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Insurance Advisor jobs in Washington look for? The top searched job categories for Insurance Advisor jobs in Washington are:
What cities in Washington are hiring for Insurance Advisor jobs? Cities in Washington with the most Insurance Advisor job openings:
What are popular job titles related to Insurance Advisor jobs in WA? For Insurance Advisor jobs in WA, the most frequently searched job titles are:
Insurance Advisor jobs near you
Infographic showing various Insurance Advisor job openings in Washington as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $74,310 per year, or $35.7 per hour.

Financial Advisor - Manassas, VA

Advisor Talent Solutions

Manassas, VA • On-site

$110K - $145K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago

Job description

Position: Financial Advisor
Firm: Legacy Wealth Management
Location: Manassas, VA
Overview:
At Legacy Wealth Management, located in Manassas, VA, we are dedicated to providing top-notch financial services and investment advice to our clients. We are currently seeking a motivated and detail-oriented Financial Advisor to join our dynamic team. This role is pivotal in supporting our Lead Advisor and ensuring a seamless experience for our clients.
In this role, you will play an integral part in delivering exceptional service to our valued clients, supporting their financial planning needs, managing client inquiries, and ensuring smooth daily operations. At Legacy Wealth Management, our core values guide everything we do:
  • Accountability – Say what you'll do and do what you say.
  • Integrity – Living with a clear conscience.
  • Adaptability – Growth– rooted in humility.
If you share these values and are passionate about making a positive impact in the lives of our clients, we invite you to apply and become a key part of our team.
What you’ll do:
  • Conduct annual reviews of client accounts and maintain detailed client files
  • Manage daily client communications to ensure timely and effective service
  • Perform financial analyses, develop financial plans, and provide customized investment recommendations under the guidance of the Lead Advisor
  • Deepen client relationships and engage with both prospects and clients transitioning from the Lead Advisor
  • Perform portfolio risk assessments and offer investment advice based on comprehensive research
  • Monitor and resolve service issues to ensure a high-quality client experience
  • Accurately document all client interactions in the firm’s CRM system (Salesforce)
  • Lead client meetings from start to finish and guide clients through proposed portfolio changes
  • Ensure adherence to SEC and state licensing requirements
What We’re Looking For:
  • 5+ years’ experience in financial advisory or combined advisory and operations roles
  • Series 65 or 66 license
  • VA Life and Health License or willingness to obtain within 90 days
  • Previous experience in processing confidential, detailed paperwork
  • Proficient with MS Office Suite (Excel, Word, amp; PowerPoint)
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Excellent communication; written and verbal
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Self-starter who takes initiative and works well independently
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • CFP or License to sell securities
What You’ll Get:
Pay amp; Perks:
  • Base salary: $110,000/year (non-CFP) or $145,000/year (CFP licensed) + bonus potential
  • 401(k) with matching
  • Dental insurance
  • Health insurance
  • Vision insurance
  • Paid time off
Schedule:
  • In office: Monday – Thursday, 8am-5pm and Friday’s, 8am-12:30pm (or after last client meeting)
  • Some evenings required for client events
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

Apply