Estate Planning & Insurance Advisor - Uncapped Earnings

Affinex Financial; Torrance (CA); On-site; USD 150,000 - 500,000; Full time

Benefits offered by this job

Pre-Scheduled Appointments

World-Class Training

Back-Office Support

Uncapped Earnings

Job summary

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet local clients for in-person reviews of living trusts and provide safe money income protection solutions. The role follows a structured sales model with uncapped commissions and comprehensive training; a Life Insurance Producer’s License is required, and the position is a 1099 contract with calendar-managed appointments.

You will operate with pre-scheduled appointments and dedicated back-office support to focus on client

Qualifications

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

Responsibilities

• 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.

Skills

Life Insurance License

Insurance Sales Experience

Strong Communication

1099 Contract

Job description

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet local clients for in-person reviews of living trusts and provide safe money income protection solutions. The role follows a structured sales model with uncapped commissions and comprehensive training; a Life Insurance Producer’s License is required, and the position is a 1099 contract with calendar-managed appointments.

You will operate with pre-scheduled appointments and dedicated back-office support to focus on client