Senior Annuity & Estate Planning Advisor

Affinex Financial; Stockton (CA); On-site; USD 150,000 - 500,000; Full time

Benefits offered by this job

Pre-Scheduled Appointments

World-Class Training

Back-Office Support

Uncapped earnings

Job summary

Affinex Capital in California is seeking an Estate Planning & Insurance Advisor to meet with local clients who have living trusts and review their retirement plans. You will explain safe money options and work within a structured sales model to help clients choose appropriate income protections.

In this role, you will operate on a 1099 contract with commission-based earnings, supported by company-paid training, back-office assistance, and a steady calendar of pre-set appointments.

Qualifications

• Active Life Insurance Producer’s License required.
• 1–3+ years in insurance sales or related closing roles.
• Comfortable in a 1099 contract, commission-only structure.

Responsibilities

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

Skills

Life Insurance License

Insurance sales

Relationship selling

Communication skills

Coachable

Job description

Location: On the road

Job Type: Full-time, Contract

Salary: $150,000.00 - $500,000.00 per year

Company Overview

Affinex Capital, a two-time Inc. 5000 Fastest Growing Companies honoree, is rapidly expanding its footprint across California. 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, company-paid 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.

$150,000 - $500, 000 a year