Estate Planning & Insurance Advisor—Pre-Scheduled Prospects

Affinex Capital; Costa Mesa (CA); Sur place; USD 150 000 - 500 000; Plein temps

Avantages offerts par ce poste

Pre-Scheduled Appointments

World-Class Training

Back-Office Support

Uncapped Earnings

Résumé du poste

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients in-person, review living trusts, and present safe money income-protection solutions. This full-time, 1099 contract role focuses on high-trust relationships and structured education-based sales.

You will operate with an uncapped earning potential through commissions, quarterly bonuses, and incentive trips, supported by world-class training and back-office support to keep you focused on client meetings.

Qualifications

• Active Life Insurance Producer’s License is required.
• 1–3+ years in insurance sales or related closing roles preferred.
• Comfortable in a 1099 contract, commission-only structure with uncapped earning potential.
• Ability to explain complex financial concepts in simple terms.

Responsabilités

• Attend pre-scheduled in-person appointments with local clients with living trusts.
• Conduct structured reviews of client financial situations to identify gaps in retirement income.
• Educate clients on risk-managed, safe money options, mainly Fixed Indexed Annuities.
• Follow a proven educational sales model to maintain client satisfaction and close rates.
• Maintain an active schedule to match the flow of pre-set company appointments.

Connaissances

Active Life Insurance Producer’s Lic

Experience in insurance sales

Commission-based earning

Strong communication skills

Description du poste

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients in-person, review living trusts, and present safe money income-protection solutions. This full-time, 1099 contract role focuses on high-trust relationships and structured education-based sales.

You will operate with an uncapped earning potential through commissions, quarterly bonuses, and incentive trips, supported by world-class training and back-office support to keep you focused on client meetings.