Associate Insurance Advisor

Job Description

Job Description

Athlon Advisors is an independent comprehensive financial services firm.  We help manage every aspect of our client’s financial life, guiding them throughout the process and then partnering with them to help them make well-informed financial decisions. We are seeking a motivated, detail oriented and organized individual with a positive attitude who will thrive in our professional office environment serving as an Associate Insurance Advisor for our growing Insurance Department.  The Associate Insurance Advisor will work directly with clients on both personal and commercial lines for Property & Casualty, Life insurance, Disability Income, and Long-Term Care. 

The Associate Insurance Advisor plays a pivotal role in day-to-day interaction with prospects and clients. This role is designed for an early-career professional who wants to build a long-term career in insurance and risk planning through hands-on mentorship, structured training, and real client experience.  If you have a desire to succeed in a team environment this may be the perfect job for you! Are you Ready for a career with unlimited potential?

Salary & Benefits

• Starting salary approximately $40,000 annually
• Commission participation *50% of agency commission on internally generated opportunities. * 75% of agency commission on self-generated business.
• Salary increases tied to prior year performance and growth.
• Typical total compensation may grow into the $55,000–$60,000+ range as production develops.
• Full-time, in-person position in Columbia, MD
• 401k with company match*
• Health Insurance (firm shares premium expense with the employee)
• Vacation/PTO
• Upbeat working environment and positive office culture
• Professional growth opportunities with annual continuing education stipend

What makes This Role Different

• This is not a transactional quoting position. You will learn to approach insurance through broader planning mindset — working alongside professionals who integrate personal insurance, commercial risk management, and life protection planning into client conversations.

Responsibilities & Activities

Sales Performance & Pipeline Development 

• Meet established activity and production expectations, including outbound outreach, follow-up, and appointment setting.
• Build and maintain a personal pipeline of prospects through networking, referrals, and relationship development.
• Convert opportunities generated internally through wealth management, tax partners, and insurance leadership.
• Track activity and pipeline progress through CRM systems.

Insurance Production

• Develop new business across Personal Lines, Commercial Lines, Life Insurance, Disability Income, and Long-Term Care.
• Emphasis on Life Insurance and protection planning conversations.
• Participate in proposal preparation, quoting, and client presentations.

Client Support & Advisory Development

• Assist with discovery meetings and annual reviews.
• Help prepare coverage summaries and recommendations.
• Participate in client meetings and gradually take on greater responsibility as skills develop.

The ideal candidate will possess the following skills:

• Early-career professional interested in insurance services.
• Active Property & Casualty and Life & Health licenses.
• Motivated by activity goals, sales development, and measurable growth.
• Coachable, organized, and comfortable working in a structured office environment.
• Excellent attention to detail
• Self-motivated and organized.
• Team-oriented, flexible, and dependable
• Always willing to go above and beyond for both clients and their teammates
• Ability to work independently and efficiently to meet deadlines.
• Excellent communication (oral and written) and client service skills.
• A positive and professional attitude
• Multi-tasking ability

Professional Growth & Licensing

• Maintain active Property & Casualty and Life & Health licenses.
• Participate in ongoing mentorship, coaching, and professional development.
• Develop consultative sales skills aligned with Athlon’s planning philosophy.

We offer a great working environment and benefits.  We have cultivated a strong culture that emphasizes maximizing our employees' talents and promoting from within. This is your chance to play a key role in the continued success of our company. 

Please reply with your resume. Qualified candidates will start the process by having a 15–30 minute zoom interview. If you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments. A background and credit check may be required.

We are an Equal Opportunity Employer.