Estate Planning & Insurance Advisor — Pre-set Appointments

Affinex Capital; San Antonio (TX); Presencial; USD 150.000 - 500.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pre-Scheduled Appointments

World-Class Training

Full Back-Office Support

Uncapped Earning Potential

Descripción de la vacante

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients with living trusts, review their estate plans, and present safe money income protection solutions.

You will educate clients on fixed indexed annuities within a structured sales process and maintain a full calendar of pre-scheduled appointments, with back-office support and world-class training provided.

Formación

• Active Life Insurance Producer’s License is required.
• 1–3+ years of experience in insurance sales or related relation­ship-driven roles is preferred.
• Comfortable with a 1099 contract, commission-only structure with uncapped earning potential.
• Strong communication skills with the ability to explain financial concepts clearly.

Responsabilidades

• 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—primarily Fixed Indexed Annuities.
• Follow a proven educational sales model to maintain high client satisfaction and close rates.
• Maintain an active schedule to match the flow of pre-set company appointments.

Conocimientos

Excellent communication

Client relationship management

Sales skills

Educación

Active Life Insurance Producer’s License (Required)

Descripción del empleo

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients with living trusts, review their estate plans, and present safe money income protection solutions.

You will educate clients on fixed indexed annuities within a structured sales process and maintain a full calendar of pre-scheduled appointments, with back-office support and world-class training provided.