Estate Planning & Insurance Advisor — Pre-Scheduled Appointments

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

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.