Estate Planning & Insurance Agent

Affinex Financial • San Diego, CA

3d • $150,000 - $500,000 • Onsite

About The Position

Affinex Capital is expanding across California with an advisor-first platform that provides pre-scheduled client appointments and handles marketing and prospecting. In this role, you will meet in person with local clients who have established a living trust, review their estate plans, and provide income protection solutions. You will conduct educational reviews of clients’ financial situations, identify retirement-income gaps, and explain risk-managed options, primarily Fixed Indexed Annuities, to support wealth preservation. The role uses a structured educational sales model and requires maintaining an active schedule to serve company-provided appointments.

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 strict, proven 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, or related relationship-driven closing roles.

Responsibilities

• Attend pre-scheduled, in-person appointments with local clients who have recently established living trusts.
• Conduct structured, educational reviews of client financial situations to identify gaps in retirement income.
• Educate clients on risk-managed “safe money” options, primarily Fixed Indexed Annuities, to support wealth preservation.
• Follow the company’s structured educational sales model to maintain client satisfaction and close rates.
• Maintain an active schedule to match the flow of pre-set company appointments.

Benefits

• Pre-scheduled appointments; no cold-calling, prospecting, or paying for leads.
• Comprehensive training covering the proprietary estate preservation process and compliance.
• Dedicated internal team providing operations and administrative support.
• Uncapped earning potential through commission splits, quarterly activity bonuses, and incentive trips.

What This Job Offers

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