Regional Sales Manager Associate

Affinex Capital; Tucson (AZ); On-site; USD 81,000 - 99,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

$70,000 - $100,000 a year

Job summary

Affinex Capital in Tucson, AZ seeks a top-performing Sales Representative for an accelerated leadership residency as a Regional Sales Manager Associate (SMA). You will co-lead a team of 25–30 Financial Advisors, learn our sales DNA, drive annuity production, and aim for an RSM role within 6–12 months.

You will shadow the RSM, coach advisors daily, track KPIs, structure deals, and help recruit talent while supporting regional growth targets.

Qualifications

• 2+ years of proven sales success in Insurance, Financial Services, or Investments.
• Leadership ambition to move into management.
• Strong communication to influence and motivate independent advisors.
• Life insurance license preferred.

Responsibilities

• Sales coaching to a team of 25–30 financial advisors.
• Monitor regional KPIs and identify gaps requiring training or resources.
• Act as subject matter expert on annuity products to structure deals.
• Manage regional sales meetings and assist in recruiting new talent.

Skills

Sales

Leadership

Communication

Coaching

Education

Life Insurance License

Job description

About Affinex Capital

Located in the vibrant city of Tucson, Arizona, Affinex is a rapidly growing financial services platform focused on retirement income planning, wealth management, and annuity distribution.

Recognized by Inc. Magazine in 2026 as the 48th fastest-growing private companies in the United States, Affinex is building a premier national advisory platform. Founded by industry veteran Joshua Mellberg (who previously scaled J.D. Mellberg Financial to eight consecutive Inc. 500/5000 rankings and a successful acquisition by AmeriLife Group), Affinex combines deep industry expertise with a high-energy, fast-paced corporate culture. As we scale our national footprint, we are looking for competitive professionals to drive our expansion.

The Opportunity

Are you a top-performing Sales Representative in the financial services or insurance space who is ready to stop just "selling" and start "leading"? We are looking for a future regional sales manager. The Regional Sales Manager Associate (SMA) is not a support role; it is an accelerated leadership residency. You will work directly under a veteran Regional Sales Manager (RSM) to co-lead a team of 25–30 Financial Advisors. Your mission is to learn the DNA of our sales process, drive regional production, and transition into an RSM role within 6-12 months.

The Career Roadmap

• Months 0–6: Regional Sales Associate. Shadowing, coaching advisors, learning case design and driving annuity premium volume.
• Months 6–12: Regional Sales Manager. Full P&L responsibility and leadership of your own designated region.

Key Responsibilities

• Sales Coaching: Partner with the RSM to provide daily 1-on-1 coaching to a team of 25–30 advisors, focusing on deepening client relationships and increasing annuity production.
• Performance Tracking: Monitor regional KPIs and identify "gap" areas where advisors need additional training or resources.
• Annuity Growth: Act as the subject matter expert on annuity products, helping advisors structure deals and close complex business.
• Operational Excellence: Manage regional sales meetings, assist in recruiting new talent, and ensure the team is aligned with corporate growth targets.

What You Bring (Requirements)

• Industry Experience: 2+ years of proven sales success in Insurance, Financial Services, or Investments. (Annuity knowledge is a major plus).
• Leadership Ambition: You have reached the ceiling of individual production and are eager to move into management.
• Communication: The ability to influence, motivate, and command the respect of experienced, independent-minded Financial Advisors.
• Education/Licensing: Life insurance license preferred.

Compensation & Perks

• Target Annual Earnings: $90,000 (Comprised of a $70,000 base salary + commission overrides)
• Performance Override: 0.75% override on all paid annuity business in your assigned region (uncapped)
• The "Upside": Direct mentorship from a tenured leader and a structured, performance-based promotion track to senior sales leadership.

Why Join Us?

This role is designed for the ambitious professional who wants to bypass the traditional 10-year climb to management. We provide the platform, the territory, and the mentorship—you provide the drive and the results.

Equal Opportunity Statement

Affinex is committed to diversity and inclusivity in the workplace.

About The CEO & Founder

Joshua Mellberg is the CEO and Founder of Affinex Capital and a nationally recognized leader in retirement income planning, wealth management, and financial education. With over 20 years of experience, Josh founded J.D. Mellberg Financial in 2005, growing it into one of the fastest-growing private financial firms in the U.S., earning seven consecutive Inc. 500/5000 rankings before its acquisition by AmeriLife Group in 2020. Josh has helped raise over $4 billion in capital, launched multiple investment and annuity products in partnership with top-rated insurers, and is a frequent public speaker and educator. He also hosted the PBS series Mastering Your Money, focused on retirement, tax, and estate planning. Josh is passionate about financial literacy and helping individuals shift from focusing on net worth to building optimized, sustainable income—net of fees, taxes, and inflation.

Benefits

• 401(k)
• 401(k) matching
• Health Insurance
• Dental Insurance
• Vision Insurance
• Paid Time Off
• $70,000 - $100,000 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.