Estate Planning & Insurance Pro — Pre-Scheduled Meetings

Affinex Capital; Riverside (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 with local clients who have living trusts and review their estate plans for safe money strategies.

You will operate on a 1099 contract, commission-only with uncapped earning potential, and your calendar will be managed with pre-scheduled appointments. Training and back-office support are provided to help you close high-quality prospects.

Qualifications

• Active Life Insurance Producer’s License is required.
• 1–3+ years of experience in insurance sales or related relationship-driven closing roles.
• Comfortable with a 1099 contract, commission-only structure with uncapped earnings.
• Strong communication skills and ability to explain financial concepts plainly.

Responsibilities

• Attend pre-scheduled, in-person appointments with local clients who recently established 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 steady flow of pre-set company appointments.

Job description

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients who have living trusts and review their estate plans for safe money strategies.

You will operate on a 1099 contract, commission-only with uncapped earning potential, and your calendar will be managed with pre-scheduled appointments. Training and back-office support are provided to help you close high-quality prospects.