Estate Planning & Insurance Advisor | Pre-Scheduled Appointments

Affinex Capital; Santa Ana (CA); Presencial; USD 150.000 - 500.000; Jornada completa

Descripción de la vacante

Affinex Capital is looking for an Estate Planning & Insurance Advisor to meet with local clients who have already established living trusts and review their estate plans.

You will educate clients on risk‑managed, "safe money" options—primarily Fixed Indexed Annuities—and follow our structured sales model to maintain high client satisfaction, with an active schedule of pre‑set appointments and uncapped earning potential.

Formación

• Active Life Insurance Producer’s License is required.
• 1–3+ years of experience in insurance sales or related roles.
• Comfortable with 1099 contract and commission‑only pay.
• Able to explain complex financial concepts in simple terms.

Responsabilidades

• 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.

Conocimientos

Sales experience

Strong communication

Empathy

Educación

Active Life Insurance Producer’s License

Descripción del empleo

Affinex Capital is looking for an Estate Planning & Insurance Advisor to meet with local clients who have already established living trusts and review their estate plans.

You will educate clients on risk‑managed, "safe money" options—primarily Fixed Indexed Annuities—and follow our structured sales model to maintain high client satisfaction, with an active schedule of pre‑set appointments and uncapped earning potential.