Personal Insurance Advisor Jobs
Personal Insurance Advisor jobs are open across insurance carriers, independent agencies, banks, and credit unions, from entry-level to senior and team-lead roles, with specializations in auto, home, and life coverage. Find a role that fits below and apply directly.
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Showing 5 of 6+ Personal Insurance Advisor jobs
Join us at Towne Insurance! Your Career. Your Future. Your Towne.
About Us
Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.
About the Role
Base Salary: $55,000 annually, with an additional estimated $1,000- $5,000 monthly based on performance.
Are you a motivated sales professional who thrives on helping people protect what matters most? Towne Insurance is looking for an Insurance Sales Advisor to join our Personal Lines team and support clients through a consultative, relationship-driven sales process.
In this role, you'll work closely with TowneBank partners and clients to identify insurance needs, recommend customized coverage solutions, and build lasting relationships that drive both client satisfaction and business growth. If you enjoy connecting with people, solving problems, and achieving goals, we'd love to hear from you.
What You'll Do
- Develop and maintain relationships with Towne Bank, mortgage, real estate, and insurance partners to generate referrals.
- Consult with clients to understand their insurance needs and recommend appropriate coverage options.
- Educate prospective clients on policy features, benefits, and costs.
- Conduct fact-finding conversations and tailor risk management solutions.
- Utilize carrier rating systems and underwriting guidelines to secure the best available coverage.
- Collaborate with support staff and carrier service centers to deliver an exceptional client experience.
- Generate new business through inbound and outbound calls, emails, and referrals.
- Achieve sales goals established through your annual sales plan.
Skills and experience you’ll need:
Don't have your North Carolina Property & Casualty License yet? Unlicensed candidates are encouraged to apply. While an active NC Property & Casualty License is required prior to your start date, eligible candidates may qualify for a sign-on bonus upon successful achievement of the license and completion of employment requirements.
- Two or more years of experience selling complex products over the phone.
- Strong communication, relationship-building, and customer service skills.
- Self-starter with exceptional organization and follow-through.
- Ability to adapt in a fast-paced environment and manage multiple priorities.
- Proficiency with Microsoft Office applications.
Bonus points if you have:
- Experience guiding clients through a personalized sales approach.
What we offer:
We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Health, vision, dental, and Employee Assistance Program
- Paid time off to include holidays, PTO, sick leave, and bereavement
- Profit Sharing
- Continuing education opportunities
- 401K & Employer Matching
- Employee discounts
- Identity theft protection
- Tuition Reimbursement
- Paid Training Opportunities
- Paid Parental Leave
- Wellness Plan
- Volunteer Opportunities
Serving Others. Enriching Lives.
Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.
We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.
#LI-SO1
#insurance
#LI-Hybrid
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Join us at Towne Insurance! Your Career. Your Future. Your Towne.
About Us
Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities.
About the Role
Base Salary: $55,000 annually, with an additional estimated $1,000- $5,000 monthly based on performance.
Are you a motivated sales professional who thrives on helping people protect what matters most? Towne Insurance is looking for an Insurance Sales Advisor to join our Personal Lines team and support clients through a consultative, relationship-driven sales process.
In this role, you'll work closely with TowneBank partners and clients to identify insurance needs, recommend customized coverage solutions, and build lasting relationships that drive both client satisfaction and business growth. If you enjoy connecting with people, solving problems, and achieving goals, we'd love to hear from you.
What You'll Do
- Develop and maintain relationships with Towne Bank, mortgage, real estate, and insurance partners to generate referrals.
- Consult with clients to understand their insurance needs and recommend appropriate coverage options.
- Educate prospective clients on policy features, benefits, and costs.
- Conduct fact-finding conversations and tailor risk management solutions.
- Utilize carrier rating systems and underwriting guidelines to secure the best available coverage.
- Collaborate with support staff and carrier service centers to deliver an exceptional client experience.
- Generate new business through inbound and outbound calls, emails, and referrals.
- Achieve sales goals established through your annual sales plan.
Skills and experience you’ll need:
Don't have your North Carolina Property & Casualty License yet? Unlicensed candidates are encouraged to apply. While an active NC Property & Casualty License is required prior to your start date, eligible candidates may qualify for a sign-on bonus upon successful achievement of the license and completion of employment requirements.
- Two or more years of experience selling complex products over the phone.
- Strong communication, relationship-building, and customer service skills.
- Self-starter with exceptional organization and follow-through.
- Ability to adapt in a fast-paced environment and manage multiple priorities.
- Proficiency with Microsoft Office applications.
Bonus points if you have:
- Experience guiding clients through a personalized sales approach.
What we offer:
We believe a business culture that supports a healthy, safe work environment does so by offering robust benefits, programs, and resources to keep colleagues engaged and productive, including:
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Health, vision, dental, and Employee Assistance Program
- Paid time off to include holidays, PTO, sick leave, and bereavement
- Profit Sharing
- Continuing education opportunities
- 401K & Employer Matching
- Employee discounts
- Identity theft protection
- Tuition Reimbursement
- Paid Training Opportunities
- Paid Parental Leave
- Wellness Plan
- Volunteer Opportunities
Serving Others. Enriching Lives.
Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated insurance professionals.
We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members.
#LI-SO1
#insurance
#LI-Hybrid
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
Personal Insurance Advisor Jobs by Experience Level
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Find JobsPersonal Insurance Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in personal insurance advisor jobs.
- Active state Property and Casualty or Life and Health insurance license
- One or more years of personal lines sales or customer service experience
- Proficiency with agency management systems such as Applied Epic or AMS360
- Demonstrated ability to meet or exceed written premium and retention targets
- Strong verbal communication skills for in-person and phone-based client consultations
- Associate or bachelor's degree in business, finance, or a related field preferred
Tips for Your Personal Insurance Advisor Job Search
List every active license you hold
Your state P&C or life and health license belongs at the top of your resume, above your work history. Hiring managers screen for it immediately, and many applicant tracking systems filter unlicensed candidates out before a human ever reads the application.
Quantify retention and book-of-business growth
Advisors who show how they grew a client book or held renewal rates above a team average stand out fast. Replace vague phrases like 'managed accounts' with concrete outcomes tied to policies written, clients retained, or cross-sells closed.
Target agencies that match your carrier experience
If you've written policies through a specific carrier, prioritize openings at agencies or captive operations that use that carrier. You'll skip the product-knowledge learning curve, and interviewers will treat your existing familiarity as a head start.
Apply early to roles that fit
Migrate Mate lists personal insurance advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare for scenario-based interview questions
Interviewers routinely ask how you'd handle a client disputing a denied claim or shopping for a lower premium elsewhere. Rehearse two or three real situations where you kept a frustrated client, explained coverage gaps clearly, or matched coverage to an unusual risk.
Negotiate start date around your license transfer timeline
If you're moving states, your existing license won't transfer instantly. Raise reciprocity timelines early in the offer conversation so the employer can plan your onboarding around your active licensure date rather than lose time waiting.
Personal Insurance Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most personal insurance advisors?
BELL BANK, Towne Insurance, and The Baldwin are hiring the most personal insurance advisors right now, with openings concentrated in Ohio, Kansas, and Minnesota, based on current listings on Migrate Mate as of November 2026. Volume shifts seasonally, so checking current listings gives you the most accurate picture of where demand is highest.
How many personal insurance advisor jobs are remote?
About 100% of personal insurance advisor openings are fully remote or hybrid as of November 2026, with remote arrangements most common in customer service and renewal-focused roles rather than new-business sales positions. Captive carrier roles tend to require in-office presence more often than independent agency positions.
How do you become a personal insurance advisor?
Start by passing your state's insurance licensing exam for the lines you want to sell, typically Property and Casualty, Life and Health, or both. Most states require a pre-licensing course before you can sit for the exam. Once licensed, entry-level roles at carriers or independent agencies give you hands-on product and sales training. Many advisors later pursue designations like CPCU or CIC to advance into senior or specialist roles.
Can you get hired as a personal insurance advisor with no experience?
Yes, many carriers and independent agencies hire candidates with no prior insurance experience as long as you hold or are actively pursuing a state license. A background in retail sales, banking, or customer service transfers well because the core skill is advising clients on coverage needs. Some employers will sponsor your licensing exam prep before your start date if you've passed the interview process.
What does the personal insurance advisor interview process look like?
Most interviews include an initial phone screen with a recruiter or agency manager, followed by one or two in-person or video rounds. Expect scenario questions about handling a client who wants to reduce coverage to cut costs, or explaining a coverage gap after a claim. Some employers add a brief role-play exercise to assess how you present policy options. Background and licensing verification typically happen before an offer is extended.
Where can I find and apply to personal insurance advisor jobs?
You can find and apply to personal insurance advisor jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your license type, experience level, and preferred location, then apply directly to each listing from the same page.
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