Estate Planning & Insurance Agent-

Affinex Financial • Pasadena, CA

22h • $150,000 - $500,000 • Onsite

About The Position

Affinex Capital is hiring an Estate Planning & Insurance Agent for local field work. The company provides an advisor-first platform that handles marketing, prospecting, and related upfront expenses, and supplies pre-scheduled client appointments. The agent meets with local clients who have established living trusts, reviews their estate plans and financial situations, and presents risk-managed income protection solutions, primarily Fixed Indexed Annuities.

The role involves attending 5–8 in-person appointments per week and following a structured educational presentation model. Compensation is commission-only with uncapped earning potential and performance incentives. Affinex Capital provides back-office and technology support, customized CRM tools, coaching, and ongoing training.

Requirements

• Hold an active Life Insurance Producer’s License.
• Be comfortable working under a 1099 contract and commission-only compensation structure.
• Demonstrate high coachability and willingness to learn and use a structured presentation system.
• Have strong communication skills and be able 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 flow of pre-set company 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 support for administrative paperwork.
• Customized CRM tools.
• Industry coaching, advanced annuity sales techniques, proprietary presentation systems, and ongoing training.

What This Job Offers

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