Estate Planning & Insurance Advisor
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Affinex Financial
Santa Ana, CA, US
Summary
The advisor will attend pre-scheduled, in-person appointments to review estate plans and identify retirement income gaps for clients. They are responsible for educating clients on safe money solutions and maintaining a consistent schedule based on company-provided leads.
Job Description
Location: On the road
Job Type: Full-time, Contract
Salary: $150,000.00 - $500,000.00 per year
Company Overview
Affinex Capital, a two-time Inc. 5000 Fastest Growing Companies honoree, is rapidly expanding its footprint across Florida. We operate an advisor-first platform designed to take 100% of the marketing and prospecting burden off your shoulders by providing high-intent, pre-scheduled client appointments directly on your calendar. In this role, you will meet with local clients who have already established a living trust to review their estate plans and deliver "safe money" income protection solutions.
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Estate Planning & Insurance Advisor 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 ensure wealth preservation.
- Follow our proven, structured educational sales model to maintain high client satisfaction and close rates.
- Maintain an active schedule to consistently match the steady flow of pre-set company appointments.
Estate Planning & Insurance Advisor Requirements:
- Active Life Insurance Producer’s License (Required).
- 1–3+ years of experience in insurance sales, financial services, or related relationship-driven closing roles (Preferred).
- Comfortable 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 with the ability to explain complex financial concepts in simple, empathetic terms.
Estate Planning & Insurance Advisor Benefits:
- Pre-Scheduled Appointments: Zero cold-calling, prospecting, or paying for leads; your calendar is fully managed for you.
- World-Class Training: Comprehensive training covering our proprietary estate preservation process and compliance.
- Full Back-Office Support: A dedicated internal team handles operations and administrative paperwork so you can focus entirely on clients.
- Uncapped Earning Potential: High-performing commission splits supplemented by quarterly activity bonuses and incentive trips.
\n$150,000 - $500,000 a year\n
