Estate Planning & Insurance Advisor — Prequalified Prospects

Affinex Capital; Sacramento (CA); On-site; USD 150,000 - 500,000; Full time

Benefits offered by this job

Zero upfront marketing expense

High earning potential

Back-office support & CRM tools

Coaching & training

Job summary

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients weekly, presenting risk-managed income solutions and fixed indexed annuities. This on-the-road role offers uncapped commission and robust back-office support to help you grow your advisory practice.

The position is a 1099 contract with full training, coaching, and scheduled client appointments, avoiding cold-calling.

Qualifications

• 1–3+ years experience in insurance sales or financial services.
• Strong communication and relationship-building abilities.
• Comfortable with 1099 contract, commission-only structure.

Responsibilities

• Attend 5–8 pre-scheduled, in-person appointments weekly with local clients who have recently established living trusts.
• Educate clients on risk-managed, “safe money” options—primarily Fixed Indexed Annuities—to ensure wealth preservation and income stability.
• Execute our proven, structured educational presentation model to maintain high client satisfaction and conversion rates.

Education

Active Life Insurance Producer’s License (Required)

Job description

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients weekly, presenting risk-managed income solutions and fixed indexed annuities. This on-the-road role offers uncapped commission and robust back-office support to help you grow your advisory practice.

The position is a 1099 contract with full training, coaching, and scheduled client appointments, avoiding cold-calling.