Estate Planning & Insurance Advisor

Remote; San Francisco (CA); On-site; USD 60,000 - 150,000; Full time

Benefits offered by this job

Pre-Scheduled Appointments

World-Class Training

Full Back-Office Support

Uncapped Earning Potential

Job summary

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients who have living trusts and review their estate plans. The advisor-first platform provides high-intent, pre-scheduled appointments, with your calendar fully managed for efficient scheduling.

You will educate clients on risk-managed, fixed indexed annuities to preserve wealth, operate on a 1099 commission-only model with uncapped earning potential, and receive world-class training and back-office support.

Qualifications

• Active Life Insurance Producer’s License is required.
• 1–3+ years of experience in insurance sales or related relationship-driven closing roles.
• Comfortable working in a 1099 contract, commission-only structure with uncapped earning potential.
• High coachability and willingness to master a strict, proven educational presentation system.
• Strong communication skills with the ability to explain complex financial concepts in simple terms.

Responsibilities

• Attend pre-scheduled, in-person appointments with local clients who have recently established living trusts.
• Conduct structured, educational reviews of client financial situations to identify gaps in retirement income.
• Educate clients on risk-managed, "safe money" options—primarily Fixed Indexed Annuities to ensure wealth preservation.
• Follow our proven, structured educational sales model to maintain high client satisfaction and close rates.
• Maintain an active schedule to consistently match the steady flow of pre-set company appointments.

Skills

Communication

Coachability

Empathy

Education

Active Life Insurance Producer’s License

Job description

Company Overview

Affinex Capital, a two-time Inc. 5000 Fastest Growing Companies honoree, is rapidly expanding its footprint across Florida. We operate an advisor-first platform designed to take 100% of the marketing and prospecting burden off your shoulders by providing high-intent, pre-scheduled client appointments directly on your calendar. In this role, you will meet with local clients who have already established a living trust to review their estate plans and deliver "safe money" income protection solutions.

Estate Planning & Insurance Advisor Responsibilities:

• Attend pre-scheduled, in-person appointments with local clients who have recently established living trusts.




• Conduct structured, educational reviews of client financial situations to identify gaps in retirement income.




• Educate clients on risk-managed, "safe money" options—primarily Fixed Indexed Annuities to ensure wealth preservation.




• Follow our proven, structured educational sales model to maintain high client satisfaction and close rates.




• Maintain an active schedule to consistently match the steady flow of pre-set company appointments.

Estate Planning & Insurance Advisor Requirements:

• Active Life Insurance Producer’s License (Required).




• 1–3+ years of experience in insurance sales, financial services, or related relationship-driven closing roles (Preferred).




• Comfortable working in a 1099 contract, commission-only structure with uncapped earning potential.




• High coachability and willingness to master a strict, proven educational presentation system.




• Strong communication skills with the ability to explain complex financial concepts in simple, empathetic terms.

Estate Planning & Insurance Advisor Benefits:

• Pre-Scheduled Appointments: Zero cold-calling, prospecting, or paying for leads; your calendar is fully managed for you.




• World-Class Training: Comprehensive training covering our proprietary estate preservation process and compliance.




• Full Back-Office Support: A dedicated internal team handles operations and administrative paperwork so you can focus entirely on clients.




• Uncapped Earning Potential: High-performing commission splits supplemented by quarterly activity bonuses and incentive trips.