Estate Planning & Insurance Advisor — Pre-Scheduled Appointments

Affinex Capital; Sacramento (CA); On-site; USD 180,000 - 500,000; Full time

Benefits offered by this job

Pre-Scheduled Appointments

Comprehensive Training

Back-Office Support

Uncapped Earnings

Job summary

Affinex Capital is hiring an Estate Planning & Insurance Advisor who will meet with local clients in-person to review living trusts and discuss safe-money solutions. The role focuses on educating clients about fixed indexed annuities, with a proven sales process to drive closing deals.

This 1099 contract opportunity offers uncapped earning potential, world-class training, and full back-office support to keep you focused on clients and appointments.

Qualifications

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

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 to preserve wealth.
• Follow a proven educational sales model to maintain high client satisfaction and close rates.
• Maintain an active schedule to align with pre-set company appointments.

Skills

Excellent communication

Sales Skills

Client education

Relationship building

Education

Active Life Insurance Producer’s License

Job description

Affinex Capital is hiring an Estate Planning & Insurance Advisor who will meet with local clients in-person to review living trusts and discuss safe-money solutions. The role focuses on educating clients about fixed indexed annuities, with a proven sales process to drive closing deals.

This 1099 contract opportunity offers uncapped earning potential, world-class training, and full back-office support to keep you focused on clients and appointments.