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advisor California

293 advisor jobs found

Pacific Life
12/10/2025  
Manager, Operations Advisor Management
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Manager to join our multi-life/executive benefits Life Operations Advisor Management team in Newport Beach, CA or Omaha NE. This role is hybrid. We believe in empowering our employees to get work done both in and out of the office. As a manager you’ll move Pacific Life, and your career, forward by facilitating complex...
Pacific Life Newport Beach, CA, USA Full Time
Acrisure
12/07/2025  
Client Advisor
Job Description About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:  Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...
Acrisure San Jose, CA, USA
Voya Financial
11/14/2025  
Associate Client Advisor
Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...
Voya Financial Walnut Creek, CA, USA Full Time
Shepherd
10/17/2025  
Insurance Advisor
PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As an Insurance Advisor within the Shepherd family, you will be responsible for the sale of the Agency’s products in a specified region or major geographical area. Through developing and maintaining a strong client base, you will provide tailored insurance solutions for clientele. With a high level of interpersonal skills, it is expected that you will demonstrate poise, tact, and diplomacy. As an Insurance Advisor at Shepherd Insurance, you will be a positive team player and coachable individual. RESPONSIBILITIES: · Seek out new clients and develop clientele by prospecting and networking. · Performs sales and service functions for...
Shepherd Azusa, CA, USA
Heffernan Insurance Brokers
10/10/2025  
Medicare and Individual Health Advisor
Objective:    Heffernan Insurance Brokers is looking for an experienced and customer-focused Medicare and Individual Health Advisor to guide clients through the process of selecting and enrolling in Medicare and Individual & Family Health Plans (IFP).  This role involves assessing client needs, explaining coverage options, and ensuring compliance with federal and state insurance regulations.  You will play a key role in building long-term relationships while helping clients make informed healthcare coverage decisions.      Responsibilities Include:    Educate clients on Medicare (Parts A, B, C, and D), Medicare Supplements, and Individual & Family Plans (ACA & Private).   Conduct needs assessments to recommend appropriate health insurance products based on clients’ medical and financial situations.   Assist clients with plan comparisons, enrollment applications, and renewals.  Stay current with federal and state health insurance regulations, including...
Heffernan Insurance Brokers Irvine, CA, USA Full Time
Relation
08/25/2025  
Risk Advisor - Employee Benefits
WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional...
Relation CA, USA Full Time
Relation
08/19/2025  
Employee Benefits Sales - Risk Advisor
WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional...
Relation CA, USA Full Time
Heffernan Insurance Brokers
08/07/2025  
Tax Advisor
Objective: Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.   Core Responsibilities Include:  Provide tax advice and planning strategies to internal employees and existing clients. Prepare or review federal and state tax returns for individuals, trusts, and small businesses. Develop tax strategies that align with clients’ financial goals and investment strategies. Assist in the preparation of financial statements and reports as needed. Offer year-round support for tax questions, notices, and audits. Collaborate with Financial Advisors to identify tax-saving opportunities as part of...
Heffernan Insurance Brokers Walnut Creek, CA, USA Full Time
CRC Group
11/20/2025  
CRC Benefits - BenAdmin Solutions Advisor (Remote)
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: This is a remote role; however, due to in person presentations successful candidates must live on the West coast due to in person meetings throughout Northern California and Colorado. The role is responsible for managing the broker experience throughout the new build and renewal process. This role involves collaborating with internal and external stakeholders, providing technical training and...
CRC Group CA, USA Full Time
Acrisure
12/14/2025  
Senior Manager, Field Marketing
Job Description About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary   Acrisure is seeking a   Senior Manager, Field Marketing ,   North America Retail (NAR)   to lead a regional Field Marketing pod and ensure consistent, high-quality local...
Acrisure San Jose, CA, USA
Acrisure
12/14/2025  
Field Marketing Manager, West
Job Description About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing   cutting-edge   technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more .       In the last twelve years, Acrisure has grown in revenue from $38 million to almost   $5 billion   and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.     Job Summary:    Acrisure is seeking a   Field Marketing Manager, North America Retail (NAR)   to translate national marketing strategy into effective local activation. This role partners...
Acrisure San Jose, CA, USA
Pacific Life
12/14/2025  
Internal Wholesaler - Annuity
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. W e’re actively   seeking a   talented   Internal Wholesaler - Annuity to join our team in our Newport Beach or Omaha office. As an Internal Wholesaler , you’ll be in a sales support role and play a key part in Pacific Life’s growth and long-term success by helping to drive sales results in partnership with an External...
Pacific Life Newport Beach, CA, USA Full Time
Pacific Life
12/14/2025  
Internal Wholesaler - Life
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.    We’re actively seeking a talented Internal Wholesaler II to join our Life Insurance Sales Desk in Omaha, NE and Newport Beach, CA.   As an Internal Wholesaler, you’ll move Pacific Life and your career, forward by proactively marketing Pacific Life’s life insurance products and concepts to existing and potential financial professionals using consultative sales...
Pacific Life Newport Beach, CA, USA Full Time
Pacific Life
12/14/2025  
Sr Software Engineer- CAS
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Sr Software Engineer to join our Corporate Applications team in Newport Beach, CA.   Pacific Life is on a mission to innovate and drive our business forward through impactful corporate software projects. We are seeking a talented and passionate Software Engineer to join our Corporate Applications team. If you thrive in an...
Pacific Life Newport Beach, CA, USA Full Time
Freeway Insurance Services America
12/13/2025  
Sales Representative (Sales, Customer Service)
Sign-On Bonus Opportunity of up to $4,000* Pay Range: $31 - $72 / hour $65,000-$150,000 per year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital...
Freeway Insurance Services America Costa Mesa, CA, USA Full Time
Freeway Insurance Services America
12/13/2025  
Sales Representative (Sales, Customer Service)
Sign-On Bonus Opportunity of up to $4,000* Pay Range: $31 - $72 / hour $65,000-$150,000 per year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital...
Freeway Insurance Services America Corona, CA, USA Full Time
Freeway Insurance Services America
12/13/2025  
Sales Representative (Sales, Customer Service)
Sign-On Bonus Opportunity of up to $4,000* Pay Range: $31 - $72 / hour $65,000-$150,000 per year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital...
Freeway Insurance Services America Orange, CA, USA Full Time
Freeway Insurance Services America
12/13/2025  
Sales Representative (Sales, Customer Service)
Sign-On Bonus Opportunity of up to $4,000* Pay Range: $65000 - $150000 / year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...
Freeway Insurance Services America Torrance, CA, USA Full Time
Freeway Insurance Services America
12/13/2025  
Sales Representative (Sales, Customer Service)
Sign-On Bonus Opportunity of up to $4,000* Pay Range: $65000 - $150000 / year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...
Freeway Insurance Services America Los Angeles, CA, USA Full Time
Freeway Insurance Services America
12/13/2025  
Sales Representative (Sales, Customer Service)
Sign-On Bonus Opportunity of up to $4,000* Pay Range: $65000 - $150000 / year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...
Freeway Insurance Services America Hawthorne, CA, USA Full Time

 

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