Estate Planning & Insurance Advisor — Pre-Scheduled

Affinex Capital; San Francisco (CA); On-site; USD 150,000 - 500,000; Full time

Job summary

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients for reviews of living trusts and to present safe money, income‑protecting options. You will educate clients on Fixed Indexed Annuities within a structured sales model and maintain a steady calendar of pre‑set appointments.

The role is a 1099 contract with commission-based compensation and strong earning potential, backed by world-class training and full back-office support to focus on client meetings.

Qualifications

• Active Life Insurance Producer’s license required.
• 1–3+ years of experience in insurance sales or related roles preferred.
• Comfortable working in a 1099 contract, commission-only structure with uncapped earning potential.

Responsibilities

• Attend pre-scheduled, in-person appointments with local clients who have living trusts.
• Conduct structured reviews of client financial situations to identify gaps in retirement income.
• 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 flow of pre-set company appointments.

Skills

Strong communication

Coachable

Education

Active Life Insurance Producer’s License

Job description

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients for reviews of living trusts and to present safe money, income‑protecting options. You will educate clients on Fixed Indexed Annuities within a structured sales model and maintain a steady calendar of pre‑set appointments.

The role is a 1099 contract with commission-based compensation and strong earning potential, backed by world-class training and full back-office support to focus on client meetings.