Insurance Consultant Jobs in California
Insurance Consultant jobs in California are concentrated in the property and casualty, life and health, and commercial lines sectors, with the state representing one of the most active markets for the role in the country and openings at every level from junior advisor to senior risk specialist. The heaviest hiring is in Los Angeles, San Francisco, and San Diego, where carriers and brokerages such as Farmers Insurance, Pacific Life, and Aon maintain major California operations. The most in-demand specialties include employee benefits consulting, commercial property risk, and managed care advisory. Scan the live roles below and apply to whichever ones fit.
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Overview
Join our dynamic team as a Financial Planning Specialist and play a pivotal role in guiding clients toward achieving their financial goals. In this energetic and fast-paced position, you will develop comprehensive financial plans, analyze client portfolios, and provide expert advice on wealth management strategies. Your expertise will help clients navigate complex financial concepts with confidence, ensuring they make informed decisions for their futures. This role offers an exciting opportunity to make a meaningful impact while working within a collaborative and innovative environment.
Responsibilities
Develop tailored financial plans that incorporate estate planning, tax strategies, and investment management to meet clients’ unique needs.
Conduct detailed financial analysis, including cash flow assessments, risk evaluations, and portfolio performance reviews.
Advise clients on securities law compliance, estate planning documents such as wills and trusts, and other legal considerations affecting wealth transfer.
Manage client relationships through proactive communication, ensuring a clear understanding of financial concepts and services offered.
Assist clients with financial sales by presenting suitable investment options and explaining the benefits of various financial products.
Stay current on regulations related to securities law, public accounting standards, and banking policies to ensure compliance in all client recommendations.
Utilize advanced financial software tools to analyze data, generate reports, and monitor investment portfolios effectively.
Skills
Strong knowledge of estate planning, wills, trusts & estate law.
Proficiency in financial analysis, investment management, asset management, and portfolio management techniques.
Familiarity with securities law, technical accounting principles, and financial software applications.
Excellent understanding of banking operations, cash management strategies, and wealth management services.
Ability to communicate complex financial concepts clearly to clients with diverse backgrounds.
Experience in sales within the financial services sector to promote appropriate solutions confidently.
Pay: $55,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Employee discount
- Financial planning services
- Life insurance
- Paid training
- Referral program
- Retirement plan
- Tuition reimbursement
Work Location: Hybrid remote in Burbank, CA 91502
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Find Insurance Consultant JobsInsurance Consultant Jobs by City in California
Where California roles are concentrated, by current openings.
Insurance Consultant Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Insurance
- Accounting & Auditing
What California Employers Look For
The qualifications that appear most often in insurance consultant jobs across California.
- Active California Department of Insurance license (Property, Casualty, Life, or Accident and Health)
- Bachelor's degree in finance, business administration, or a related field
- Two or more years of experience in insurance sales, underwriting, or risk analysis
- Strong knowledge of California insurance regulations and compliance requirements
- Demonstrated ability to build and manage a client book within California markets
- Professional designation such as CPCU, CLU, or ChFC preferred by many California employers
Insurance Consultant Jobs in California: Frequently Asked Questions
How do you become an insurance consultant in California?
You become an insurance consultant in California by obtaining a license through the California Department of Insurance, which requires completing a pre-licensing education course, passing the relevant state exam for your line of authority (such as Property and Casualty or Life, Accident and Health), and submitting a license application. Most roles also expect a bachelor's degree in business, finance, or a related field, and some employers prefer candidates who already hold a professional designation such as CPCU or CLU.
Which companies hire insurance consultants in California?
Companies currently hiring insurance consultants in California include The Hartford, EY, and AF, per current listings on Migrate Mate as of August 2026. California's large population and concentration of high-net-worth individuals and mid-market businesses make it one of the most consistently active hiring environments for insurance consultants in the country.
Which California cities have the most insurance consultant jobs?
Fresno, Los Angeles, and San Francisco account for the most insurance consultant openings in California. Los Angeles dominates because of its sheer size and the density of commercial accounts, entertainment industry clients, and major carrier regional offices, while San Francisco draws demand from technology and financial services employers, and San Diego reflects steady growth in healthcare and biotech sector consulting.
Are there remote insurance consultant jobs in California?
Yes, and they are more common than in many client-facing fields, since a significant portion of insurance consulting work involves analysis, plan design, and advisory conversations that can be handled off-site. About 75% of insurance consultant openings tied to California are remote or hybrid as of August 2026, reflecting the analytical and advisory nature of the role. Employee benefits consulting and commercial risk analysis positions tend to offer the most remote flexibility.
How can I get hired as an insurance consultant in California with little or no experience?
The most realistic entry path is through a licensed insurance producer or client service associate role at a California brokerage or carrier, where you work toward your California Department of Insurance license while handling accounts under supervision. Large California employers such as Farmers Insurance and regional independent agencies regularly bring on associate consultants and junior advisors who build their license and book concurrently. Adjacent roles in customer service, claims handling, or financial advising at California institutions provide a strong lateral foundation, and obtaining your property and casualty or life and health license before applying gives you a clear edge.
Where can I find and apply to insurance consultant jobs in California?
You can find and apply to insurance consultant jobs in California on Migrate Mate, which lists current California openings updated regularly. Search the listings to find roles that match your license type, specialty, and preferred location, then apply directly to the ones that fit your background.
See All 14 Insurance Consultant Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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