Estate Planning & Insurance Advisor - Uncapped Earnings

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

Job summary

Affinex Capital is hiring an Estate Planning & Insurance Advisor to meet with local clients, review living trusts, and present risk-managed income protection solutions. The role focuses on in-person estate planning discussions with a strong emphasis on annuities and high earning potential through commissions.

You will operate in a full-time, 1099 contract capacity, with back-office support and a clear path to appointments generated via multi-channel marketing.

Qualifications

• Active Life Insurance Producer’s License required.
• 1–3+ years of experience in insurance sales or related roles preferred.
• Must be comfortable with 1099 contract and uncapped commissions.

Responsibilities

• Attend 5–8 pre-scheduled in-person appointments weekly with local clients who have living trusts.
• Educate clients on risk-managed, fixed indexed annuities and income protection strategies.
• Present our structured educational model to maintain high client satisfaction and conversion rates.
• Maintain a steady field schedule to service a pipeline of pre-set appointments.

Skills

Sales excellence

Client relations

Presentation skills

Education

Life Insurance Producer’s License

Job description

Affinex Capital is hiring an Estate Planning & Insurance Advisor to meet with local clients, review living trusts, and present risk-managed income protection solutions. The role focuses on in-person estate planning discussions with a strong emphasis on annuities and high earning potential through commissions.

You will operate in a full-time, 1099 contract capacity, with back-office support and a clear path to appointments generated via multi-channel marketing.