Estate Planning & Insurance Advisor — Uncapped Earnings

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

Job summary

Affinex Capital is actively expanding its on-the-road estate planning practice. As an Estate Planning & Insurance Advisor, you will meet with local clients who have living trusts, review their plans, and present risk-managed income protection solutions, primarily fixed indexed annuities.

This field-based role offers uncapped commissions and quarterly bonuses under a 1099 contract. We provide full back-office support, coaching, and a proven educational presentation system to help you grow a

Qualifications

• Active Life Insurance Producer’s License is required.
• 1–3+ years of experience in insurance sales, financial services, annuity sales, or relationship-driven closing roles (Preferred).
• Comfortable working in a 1099 contract, commission-only structure with uncapped earning potential.

Responsibilities

• Attend 5–8 pre-scheduled in-person appointments each week with local clients who have living trusts.
• Conduct structured reviews of client financial situations to identify retirement income gaps.
• Educate clients on risk-managed, safe-money options to preserve wealth and income stability.
• Deliver presentations to maintain high client satisfaction and conversion rates.
• Maintain an active field schedule to service a steady flow of company appointments.

Skills

Active Life Insurance License

Sales experience

Strong communication

Job description

Affinex Capital is actively expanding its on-the-road estate planning practice. As an Estate Planning & Insurance Advisor, you will meet with local clients who have living trusts, review their plans, and present risk-managed income protection solutions, primarily fixed indexed annuities.

This field-based role offers uncapped commissions and quarterly bonuses under a 1099 contract. We provide full back-office support, coaching, and a proven educational presentation system to help you grow a