Road-Ready Estate Planning & Insurance Advisor

Affinex Financial; Dallas (TX); 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 local clients with living trusts, review estate plans, and present safe money income protection solutions. You will operate in a structured, commission-based environment with uncapped earning potential.

The role offers pre-scheduled appointments and company-backed training, plus full back-office support to handle operations so you can focus on client care and closing opportunities.

Qualifications

• Active Life Insurance Producer’s License is required.
• 1–3+ years in insurance sales or related roles (preferred).
• Strong communication skills and ability to explain complex financial concepts clearly.

Responsibilities

• Attend pre-scheduled, in-person appointments with clients who have living trusts.
• Conduct educational reviews of client financial situations to identify retirement income gaps.
• Educate clients on risk-managed, 'safe money' options to preserve wealth.
• Follow a proven educational sales model to maintain high client satisfaction and close rates.
• Maintain an active schedule with pre-set company appointments.

Skills

Active Life Insurance Producer’s Licen

Insurance sales experience

Strong communication skills

Job description

Affinex Capital seeks an Estate Planning & Insurance Advisor to meet local clients with living trusts, review estate plans, and present safe money income protection solutions. You will operate in a structured, commission-based environment with uncapped earning potential.

The role offers pre-scheduled appointments and company-backed training, plus full back-office support to handle operations so you can focus on client care and closing opportunities.