Estate Planning & Insurance Agent-

Affinex Financial • Riverside, 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 covers marketing, prospecting, and related upfront costs, and supplies pre-scheduled appointments with local clients who have established living trusts. The agent reviews clients’ estate plans and financial situations, identifies retirement-income gaps, and presents risk-managed income-protection solutions, primarily Fixed Indexed Annuities.

The role involves attending 5–8 pre-qualified, in-person client appointments each week and following a structured educational presentation model. The position is a full-time, 1099 contract role with commission-only compensation, uncapped commissions, performance bonuses, and a stated salary range of $150,000–$500,000+ per year. The company provides administrative and technology support, coaching, training, and customized CRM tools.

Requirements

• Hold an active Life Insurance Producer’s License.
• Be comfortable working under a 1099 contract and commission-only compensation structure with uncapped earning potential.
• Be highly coachable and willing to master a structured educational presentation system.
• Have strong communication skills and the 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 the flow of pre-set company appointments.

Benefits

• 5–8 pre-qualified appointments weekly, with no cold calling, prospecting, or lead payments required.
• No out-of-pocket marketing expense; the company covers 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