Estate Planning & Insurance Advisor — Pre-Scheduled Appointments

Affinex Capital; Austin (TX); Remote; USD 150,000 - 500,000; 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 clients with living trusts, review retirement income gaps, and present safe-money options like Fixed Indexed Annuities. You will operate within a 1099 commission-based structure, with full calendar management and back-office support to maximize client interactions.

Applicants should hold an active Life Insurance Producer’s License and have 1–3+ years in financial services or insurance sales, demonstrating high

Qualifications

• Active Life Insurance Producer’s License is required.
• 1–3+ years of experience in insurance sales or related roles.
• Comfortable working in a 1099 contract, commission-only structure with uncapped earning potential.
• Willingness to master a structured educational presentation system.
• Excellent communication, ability to explain complex concepts simply.

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—Fixed Indexed Annuities for wealth preservation.
• 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

Active Life Insurance Producer’s Lic

Strong communication skills

Closing skills

Job description

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with clients with living trusts, review retirement income gaps, and present safe-money options like Fixed Indexed Annuities. You will operate within a 1099 commission-based structure, with full calendar management and back-office support to maximize client interactions.

Applicants should hold an active Life Insurance Producer’s License and have 1–3+ years in financial services or insurance sales, demonstrating high