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Life insurance agent vs finance advisor

The differences between life insurance agents and finance advisors can be seen in a few details. Each job has different responsibilities and duties. Additionally, a finance advisor has an average salary of $64,993, which is higher than the $62,552 average annual salary of a life insurance agent.

The top three skills for a life insurance agent include health insurance, life insurance license and life insurance sales. The most important skills for a finance advisor are team support, wealth management, and securities.

Life insurance agent vs finance advisor overview

Life Insurance AgentFinance Advisor
Yearly salary$62,552$64,993
Hourly rate$30.07$31.25
Growth rate6%15%
Number of jobs68,781106,311
Job satisfaction--
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 74%
Average age4645
Years of experience-4

What does a life insurance agent do?

A life insurance agent is responsible for offering life insurance services for clients according to their needs and qualifications. Life insurance agents handle insurance claims of the beneficiaries, ensuring the accuracy of documents and account statements for verification. They also discuss possible options and alternatives, as well as considering the clients' long-term financial goals and objectives. A life insurance agent must be well-knowledgeable of the insurance services offered by the company, discussing policies and coverage to suit the clients' best interests.

What does a finance advisor do?

A Financial Advisor specializes in sharing their expertise with an individual or company on how to handle and boost finances. The responsibilities of a Financial Advisor include creating and proposing a strategy to attain financial gains through profits and investments, educating the client about new methods and opportunities, monitor and evaluate progress, and as well as plan policies according to the clients' life changes. Furthermore, it is also the duty of the Financial Advisor to research new investments that would be of great help to the client's assets.

Life insurance agent vs finance advisor salary

Life insurance agents and finance advisors have different pay scales, as shown below.

Life Insurance AgentFinance Advisor
Average salary$62,552$64,993
Salary rangeBetween $39,000 And $99,000Between $34,000 And $121,000
Highest paying CityAnchorage, AKNew York, NY
Highest paying stateAlaskaNew York
Best paying companyAIGEnbridge
Best paying industryInsuranceFinance

Differences between life insurance agent and finance advisor education

There are a few differences between a life insurance agent and a finance advisor in terms of educational background:

Life Insurance AgentFinance Advisor
Most common degreeBachelor's Degree, 53%Bachelor's Degree, 74%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Minnesota - Twin Cities

Life insurance agent vs finance advisor demographics

Here are the differences between life insurance agents' and finance advisors' demographics:

Life Insurance AgentFinance Advisor
Average age4645
Gender ratioMale, 53.7% Female, 46.3%Male, 72.3% Female, 27.7%
Race ratioBlack or African American, 9.4% Unknown, 3.6% Hispanic or Latino, 16.0% Asian, 4.9% White, 66.0% American Indian and Alaska Native, 0.1%Black or African American, 5.6% Unknown, 4.4% Hispanic or Latino, 9.5% Asian, 8.3% White, 72.1% American Indian and Alaska Native, 0.1%
LGBT Percentage7%5%

Differences between life insurance agent and finance advisor duties and responsibilities

Life insurance agent example responsibilities.

  • Used consultative upselling techniques to provide leads
  • License in state of VA to sell life insurance, annuities, disability income, Medicare supplements, and LTC.
  • Use of a variety of tools to help employers compile the best possible life insurance or annuity packages to retain employees.
  • Market life insurance and annuity products
  • Maintain knowledge of states insurance laws and HIPPA compliance.
  • Examine doors, windows and gates to ensure that they are secure.
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Finance advisor example responsibilities.

  • Manage all budget and forecast submissions into Hyperion.
  • Manage $3MM private investment portfolio consisting of mid-cap/large-cap equities.
  • Structure and manage investment portfolios using a range of financial instruments, including equity securities and fix income instruments.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Research eligibility and status of all Medicare and Medicaid patients.
  • Perform portfolio analysis using MorningStar workstation and complete cost basis research project.
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Life insurance agent vs finance advisor skills

Common life insurance agent skills
  • Health Insurance, 24%
  • Life Insurance License, 16%
  • Life Insurance Sales, 14%
  • Work Ethic, 10%
  • Lead Generation, 8%
  • Develop Leads, 5%
Common finance advisor skills
  • Team Support, 7%
  • Wealth Management, 7%
  • Securities, 6%
  • Strong Computer, 6%
  • Financial Services, 6%
  • Client Facing, 5%