On-the-Road Estate Planning & Insurance Advisor

Affinex Financial; San Mateo (CA); 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 with local clients, review their living trusts, and present “safe money” retirement solutions. You’ll operate in a 1099 contract, commission-based role with uncapped earning potential and full calendar management for pre-scheduled appointments.

The position emphasizes strong communication, simplifying complex financial concepts, and coaching clients through structured educational presentations within an advisor-first platform.

Qualifications

• Active life insurance producer’s license required.
• 1–3+ years in insurance sales or related relationship-driven closing roles preferred.
• Willingness to operate on a 1099 contract, commission-based with uncapped earning potential.

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.

Education

Active Life Insurance Producer’s License

Job description

Affinex Capital seeks an Estate Planning & Insurance Advisor to meet with local clients, review their living trusts, and present “safe money” retirement solutions. You’ll operate in a 1099 contract, commission-based role with uncapped earning potential and full calendar management for pre-scheduled appointments.

The position emphasizes strong communication, simplifying complex financial concepts, and coaching clients through structured educational presentations within an advisor-first platform.