Estate Planning & Insurance Agent-

Affinex Financial • Costa Mesa, CA

19h • $150,000 - $500,000 • Onsite

About The Position

Affinex Capital is hiring an Estate Planning & Insurance Agent to meet with local clients who have already established living trusts. The role focuses on reviewing clients’ estate plans and providing risk-managed “safe money” income protection solutions, primarily Fixed Indexed Annuities. Work consists of local, in-person field appointments, with 5–8 pre-scheduled appointments provided each week. The company provides marketing, appointment setting, administrative support, customized CRM tools, coaching, training, and presentation systems. Compensation is commission-based with uncapped commissions and performance bonuses; the stated salary range is $150,000–$500,000+ per year.

Requirements

• Active Life Insurance Producer’s License.
• Comfort working in a 1099 contract, commission-only structure with uncapped earning potential.
• High coachability and willingness to master a structured educational presentation system.
• Strong communication skills and ability to explain complex financial concepts in simple, empathetic terms.

Nice To Haves

• 1–3+ years of experience in insurance sales, financial services, annuity sales, or relationship-driven closing roles.

Responsibilities

• Attend 5–8 pre-scheduled, in-person appointments each week with local clients who have recently established living trusts.
• Conduct structured, educational reviews of clients’ financial situations to identify gaps in retirement income.
• Educate clients about risk-managed “safe money” options, primarily Fixed Indexed Annuities, to support wealth preservation and income stability.
• Use the company’s structured educational presentation model to support client satisfaction and conversion rates.
• Maintain an active field schedule to service the company’s pre-set appointments.

Benefits

• 5–8 pre-qualified appointments weekly, with no cold calling, prospecting, or paying for leads.
• No out-of-pocket marketing expenses; the company assumes marketing costs and risk.
• Uncapped commission splits, quarterly productivity bonuses, and incentive trips.
• Dedicated internal operations team for administrative paperwork and customized CRM tools.
• Industry coaching, annuity sales training, proprietary presentation systems, and ongoing support.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed