Mobile Estate Planning & Insurance Advisor

Affinex Financial; Stockton (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 in California is seeking an Estate Planning & Insurance Advisor to meet with local clients who have living trusts and review their retirement plans. You will explain safe money options and work within a structured sales model to help clients choose appropriate income protections.

In this role, you will operate on a 1099 contract with commission-based earnings, supported by company-paid training, back-office assistance, and a steady calendar of pre-set appointments.

Qualifications

• Active Life Insurance Producer’s License required.
• 1–3+ years in insurance sales or related closing roles.
• Comfortable in a 1099 contract, commission-only structure.

Responsibilities

• Attend pre-scheduled, in-person appointments with local clients who recently established living trusts.
• Conduct structured reviews of client financial situations to identify retirement income gaps.
• 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.

Skills

Life Insurance License

Insurance sales

Relationship selling

Communication skills

Coachable

Job description

Affinex Capital in California is seeking an Estate Planning & Insurance Advisor to meet with local clients who have living trusts and review their retirement plans. You will explain safe money options and work within a structured sales model to help clients choose appropriate income protections.

In this role, you will operate on a 1099 contract with commission-based earnings, supported by company-paid training, back-office assistance, and a steady calendar of pre-set appointments.