Estate Planning & Insurance Advisor — Uncapped Earnings

Secure Income Management; Stockton (CA); On-site; USD 150,000 - 500,000; Full time

Benefits offered by this job

Pre-Scheduled Appointments

World-Class Training

Full Back-Office Support

Uncapped Earning Potential

Job summary

Affinex Capital seeks an Estate Planning & Insurance Advisor to travel on the road, meeting clients who have living trusts and reviewing their estate plans. You will educate clients on secure, risk-managed income protection solutions and follow a structured sales process.

The role is 1099 contract with uncapped earning potential, company-paid training, and back-office support. You will work with pre-scheduled appointments and a proven educational framework to drive results.

Qualifications

• Active Life Insurance Producer's License is required.
• 1–3+ years in insurance sales, financial services, or related relationship-driven closing roles preferred.
• Comfortable working in a 1099 contract, commission-only structure with uncapped earnings.
• High coachability and willingness to master a strict, proven educational presentation system.
• Strong communication skills with the ability to explain complex financial concepts clearly.

Responsibilities

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

Skills

Communication skills

Insurance sales experience

Life Insurance Producer's License

Coachable / trainable

Client education

Job description

Affinex Capital seeks an Estate Planning & Insurance Advisor to travel on the road, meeting clients who have living trusts and reviewing their estate plans. You will educate clients on secure, risk-managed income protection solutions and follow a structured sales process.

The role is 1099 contract with uncapped earning potential, company-paid training, and back-office support. You will work with pre-scheduled appointments and a proven educational framework to drive results.