Estate Planning & Insurance Agent

Affinex Financial; Dallas (TX); 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 meet local clients with living trusts, review estate plans, and present safe money income protection solutions. You will operate in a structured, commission-based environment with uncapped earning potential.

The role offers pre-scheduled appointments and company-backed training, plus full back-office support to handle operations so you can focus on client care and closing opportunities.

Qualifications

• Active Life Insurance Producer’s License is required.
• 1–3+ years in insurance sales or related roles (preferred).
• Strong communication skills and ability to explain complex financial concepts clearly.

Responsibilities

• Attend pre-scheduled, in-person appointments with clients who have living trusts.
• Conduct educational reviews of client financial situations to identify retirement income gaps.
• Educate clients on risk-managed, 'safe money' options to preserve wealth.
• Follow a proven educational sales model to maintain high client satisfaction and close rates.
• Maintain an active schedule with pre-set company appointments.

Skills

Active Life Insurance Producer’s Licen

Insurance sales experience

Strong communication skills

Job description

Location: On the road

Job Type: Full-time, Contract

Salary: $150,000.00 - $500,000.00 per year

Company Overview

Affinex Capital, a two-time Inc. 5000 Fastest Growing Companies honoree, is rapidly expanding its footprint across Texas. We operate an advisor-first platform designed to take 100% of the marketing and prospecting burden off your shoulders by providing high-intent, pre-scheduled client appointments directly on your calendar. In this role, you will meet with local clients who have already established a living trust to review their estate plans and deliver "safe money" income protection solutions.

Estate Planning & Insurance Advisor Responsibilities:

• Attend pre-scheduled, in-person appointments with local clients who have recently established living trusts.
• Conduct structured, educational reviews of client financial situations to identify gaps in retirement income.
• Educate clients on risk-managed, "safe money" options—primarily Fixed Indexed Annuities—to ensure wealth preservation.
• Follow our proven, structured educational sales model to maintain high client satisfaction and close rates.
• Maintain an active schedule to consistently match the steady flow of pre-set company appointments.

Estate Planning & Insurance Advisor Requirements:

• 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.
• High coachability and willingness to master a strict, proven educational presentation system.
• Strong communication skills with the ability to explain complex financial concepts in simple, empathetic terms.

Estate Planning & Insurance Advisor Benefits:

• Pre-Scheduled Appointments:Zero cold-calling, prospecting, or paying for leads; your calendar is fully managed for you.
• World-Class Training:Comprehensive, company-paid training covering our proprietary estate preservation process and compliance.
• Full Back-Office Support:A dedicated internal team handles operations and administrative paperwork so you can focus entirely on clients.
• Uncapped Earning Potential:High-performing commission splits supplemented by quarterly activity bonuses and incentive trips.