Estate Planning & Insurance Agent

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

Job summary

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients for reviews of living trusts and to present safe money, income‑protecting options. You will educate clients on Fixed Indexed Annuities within a structured sales model and maintain a steady calendar of pre‑set appointments.

The role is a 1099 contract with commission-based compensation and strong earning potential, backed by world-class training and full back-office support to focus on client meetings.

Qualifications

• Active Life Insurance Producer’s license required.
• 1–3+ years of experience in insurance sales or related 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.
• Follow a proven educational sales model to maintain high client satisfaction and close rates.
• Maintain an active schedule to match the flow of pre-set company appointments.

Skills

Strong communication

Coachable

Education

Active Life Insurance Producer’s License

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 California . 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 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.

$150,000 - $500,000 a year

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.