Estate Planning & Insurance Advisor — Pre-Scheduled, High Earnings

Affinex Financial; Pasadena (CA); On-site; 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 local clients in-person, review living trusts, and deliver safe money income protection solutions.

You will work on a 1099 contract with uncapped earning potential, follow a structured educational sales model, and benefit from world-class training and full back-office support to keep your calendar full and your clients protected. No cold-calling required; pre-scheduled appointments are provided.

Qualifications

• Active Life Insurance Producer’s License is required.
• 1–3+ years in insurance sales or related roles.
• Comfortable with a 1099 contract and commission-only structure.
• Strong communication with ability to explain complex concepts clearly.

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.

Skills

Life insurance license

Insurance sales

Relationship building

Communication

Job description

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet local clients in-person, review living trusts, and deliver safe money income protection solutions.

You will work on a 1099 contract with uncapped earning potential, follow a structured educational sales model, and benefit from world-class training and full back-office support to keep your calendar full and your clients protected. No cold-calling required; pre-scheduled appointments are provided.