Estate Planning & Insurance Agent-

Affinex Financial • Sacramento, CA

22h • $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, review their estate plans, and provide risk-managed “safe money” income protection solutions. The company provides pre-scheduled, high-intent client appointments and covers marketing and prospecting costs, allowing the agent to focus on client meetings.

This is a full-time, 1099 contract role with local field work. Agents attend approximately 5–8 in-person appointments per week and educate clients about retirement income gaps and options such as Fixed Indexed Annuities. Compensation is commission-based with uncapped earning potential and performance bonuses. The company also provides back-office and technology support, coaching, training, and a structured educational presentation system.

Requirements

• Active Life Insurance Producer’s License.
• Comfort with 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 on 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 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, annuity sales training, proprietary presentation systems, and ongoing support.

What This Job Offers

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