How to hire an insurance consultant

How to hire an insurance consultant, step by step

Here's a step-by-step insurance consultant hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write an insurance consultant job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new insurance consultant
• Step 8: Go through the hiring process checklist

What does an insurance consultant do?

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1. Identify your hiring needs

   Before you post your insurance consultant job, you should take the time to determine what type of worker your business needs. While certain jobs definitely require a full-time employee, it's sometimes better to find an insurance consultant for hire on a part-time basis or as a contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   You should also consider the ideal background you'd like them an insurance consultant to have before you start to hire. For example, what industry or field would you like them to have experience in, what level of seniority or education does the job require, and how much it'll cost to hire an insurance consultant that fits the bill.

   Here's a comparison of insurance consultant salaries for various roles:

   Type of Insurance Consultant	Description	Hourly rate
   Insurance Consultant	Insurance sales agents help insurance companies generate new business by contacting potential customers and selling one or more types of insurance. Insurance sales agents explain various insurance policies and help clients choose plans that suit them.	$21-50
   Marketing Agent	A marketing agency is responsible for selling the company's goods and services, identifying promotional techniques to boost brand awareness in the market, and strategizing in increasing sales targets. Marketing agents identify business opportunities by analyzing market trends and public demands that would generate more revenue resources and increase the company's profitability... Show more	$11-32
   Sales Producer	A sales producer is responsible for performing sales calls and administering all leads. You will be responsible for preparing the policies aimed at sales procedures and developing the necessary sales documents... Show more	$11-51

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Insurance Products
   • PowerPoint
   • Term Care
   • Casualty Insurance
   • Customer Service
   • Health Insurance
   • Workers Compensation
   • Insurance Coverage
   • Auto Insurance
   • Life Insurance Policies
   • State Agencies
   • Administrative Tasks
   • Unemployment Claims
   • State Laws

   Check all skills

   Responsibilities:

   • Manage civil litigation matters such as general and complex litigation.
   • Advise clients with financial planning using annuities and UL products.
   • Represent the office at Medicare and Medicaid meetings to be inform of any changes.
   • Use excellent presentation skills to conduct group sessions to eligible Medicare and Medicaid individuals.
   • Represent multiple carriers offering life, disability, mortgage protection, final expense and annuities.
   • General resource to partnership on property and casualty matters, insurance policy contract review allowing partners to successfully negotiate litigation matters.

   More insurance consultant duties

3. Make a budget

   Including a salary range in your insurance consultant job description is a great way to entice the best and brightest candidates. An insurance consultant salary can vary based on several factors:

   • Location. For example, insurance consultants' average salary in florida is 44% less than in washington.
   • Seniority. Entry-level insurance consultants earn 58% less than senior-level insurance consultants.
   • Certifications. An insurance consultant with a few certifications under their belt will likely demand a higher salary.
   • Company. Working for a prestigious company or an exciting start-up can make a huge difference in an insurance consultant's salary.

   Average insurance consultant salary

   $68,670yearly

   $33.01 hourly rate

   ---

   Entry-level insurance consultant salary

   $44,000 yearly salary

   Updated December 16, 2025

   Average insurance consultant salary by state

   Rank	State	Avg. salary	Hourly rate
   1	Washington	$102,100	$49
   2	Wisconsin	$100,385	$48
   3	District of Columbia	$84,972	$41
   4	California	$82,178	$40
   5	Oregon	$78,791	$38
   6	Illinois	$77,466	$37
   7	Massachusetts	$77,360	$37
   8	New York	$76,999	$37
   9	Minnesota	$74,500	$36
   10	Alabama	$74,372	$36
   11	New Jersey	$73,064	$35
   12	Connecticut	$72,851	$35
   13	Indiana	$70,693	$34
   14	Ohio	$69,836	$34
   15	Michigan	$69,011	$33
   16	North Carolina	$68,206	$33
   17	Colorado	$67,748	$33
   18	Texas	$65,691	$32
   19	Iowa	$64,965	$31
   20	Arizona	$64,432	$31

   Average insurance consultant salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	AIG	$118,034	$56.75	13
   2	Deloitte	$108,317	$52.08	14
   3	Accenture	$107,116	$51.50	71
   4	EPAM Systems	$104,968	$50.47
   5	Harley-Davidson	$104,603	$50.29
   6	Guidehouse	$101,435	$48.77	5
   7	TransUnion	$100,449	$48.29
   8	Raymond James Financial	$91,977	$44.22	2
   9	Centric Consulting	$91,273	$43.88
   10	LPL Financial	$81,448	$39.16
   11	Allianz Life	$77,020	$37.03
   12	Alphanumeric	$76,129	$36.60
   13	Ameriprise Financial	$72,569	$34.89
   14	ADP	$63,714	$30.63	8
   15	HUB International	$62,833	$30.21	64
   16	Covr Financial Technologies	$62,601	$30.10	4
   17	Baldwin Risk Partners	$62,579	$30.09	10
   18	The Jonus Group	$62,030	$29.82	39
   19	PCRG	$61,985	$29.80
   20	Robert Half	$61,694	$29.66	7

4. Writing an insurance consultant job description

   A good insurance consultant job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of an insurance consultant job description:

   Insurance consultant job description example

   The Unemployment Insurance Consultant contacts clients to review unemployment cases, documenting conversations. Screen unemployment documents and write detailed letters to the unemployment state agency. Analyze and review unemployment laws as needed for each case. Load and handle incoming emails. This role is not remote.
   What you'll do
   Provide excellent customer service by establishing a rapport with clients and the state agencies.Receive and prioritize claims, questionnaires, determinations and other unemployment related data.Analyze individual case information by reviewing data accessed through the PC, from the investigative telephone calls or document images, to determine if the facts warrant a response.Using the details regarding an employee's separation provided by the client, interpret and apply state laws and regulations in response to unemployment documents.Respond to a customer or state agency with all pertinent details within the time frame allowed by the state or departmental procedures.Initiate timely telephone calls, faxes or emails to the customer to obtain, document or pass along needed information.
   
   What experience you need
   Associate's degree (A.A.) or equivalent from two-year college or technical school; or two years customer service related experience and/or training; or equivalent combination of education and experience. 1 year office experience
   
   What could set you apart
   Previous experience or familiarity with Unemployment Insurance and the Unemployment Claims process Previous office experience with an emphasis on customer service, organization of work duties and performing job functions independently Proficiency with Google or Microsoft Office PC applications including Word, Excel, and Outlook
   
   We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.
   
   If this sounds like somewhere you want to work, don't delay, apply today - we're looking for you!
   
   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
   
   Primary Location:
   USA-OH-Columbus-Mill Run Drive
   
   Function:
   Function - Fulfillment / Operations
   
   Schedule:
   Full time

   Copy this example

   

5. Post your job

   There are various strategies that you can use to find the right insurance consultant for your business:

   • Consider promoting from within or recruiting from your existing workforce.
   • Ask for referrals from friends, family members, and current employees.
   • Attend job fairs at local colleges to find candidates who meet your education requirements.
   • Use social media platforms like LinkedIn, Facebook, and Twitter to reach potential job candidates.

   Post your job online:

   • Post your insurance consultant job on Zippia to find and attract quality insurance consultant candidates.
   • Use niche websites such as salesjobs, salesheads, allretailjobs.com, sales trax.
   • Post a job on free websites.

6. Interview candidates

   Recruiting insurance consultants requires you to bring your A-game to the interview process. The first interview should introduce the company and the role to the candidate as much as they present their background experience and reasons for applying for the job. During later interviews, you can go into more detail about the technical details of the job and ask behavioral questions to gauge how they'd fit into your current company culture.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new insurance consultant

   Once you've decided on a perfect insurance consultant candidate, it's time to write an offer letter. In addition to salary, it should include benefits and perks available to the employee. Qualified candidates may be considered for other positions, so make sure your offer is competitive. Candidates may wish to negotiate. Once you've settled on the details, formalize your agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   To prepare for the new employee's start date, you can create an onboarding schedule and complete any necessary paperwork, such as employee action forms and onboarding documents like I-9 forms, benefits enrollment, and federal and state tax forms. Human Resources should also ensure that a new employee file is created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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How much does it cost to hire an insurance consultant?