Estate Planning & Insurance Agent

Location: On the road / Local Field Work

Job Type: Full-time, Contract (1099)

Salary: $150,000.00 – $500,000.00+ per year (Uncapped Commission + Performance Bonuses)

Company Overview

Affinex Capital, a three-time Inc. 5000 Fastest Growing Companies honoree, is rapidly expanding its footprint in your area. We operate an advisor-first, done-for-you platform designed to take 100% of the marketing, prospecting, and financial burden off your shoulders. We absorb all the upfront marketing risk—zero out-of-pocket costs for you—and provide high-intent, pre-scheduled client appointments directly on your calendar. In this role, you will meet with local clients who have already established living trusts to review their estate plans and deliver risk-managed "safe money" income protection solutions.

Estate Planning & Insurance Advisor Benefits & Selling Points

• 5–8 Pre-Qualified Appointments Weekly: Zero cold-calling, prospecting, or paying for leads. We manage multi-channel marketing—including live seminars, direct mail, and social media campaigns—to place high-intent clients directly onto your calendar.
• Zero Out-of-Pocket Expense: We take on all marketing costs and risk so you can scale your practice without burning personal capital.
• High Earning & Asset Potential: Designed to help advisors consistently write $1MM–$2MM in new assets monthly, supported by uncapped commission splits, quarterly productivity bonuses, and incentive trips.
• Full Back-Office & Tech Support: A dedicated internal operations team handles administrative paperwork and provides customized CRM tools so you can focus entirely on meeting with clients.
• World-Class Coaching & Support: Access top-tier industry coaching, advanced annuity sales techniques, proprietary presentation systems, and dedicated ongoing training.

Estate Planning & Insurance Advisor 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 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 and income stability.
• Execute our proven, structured educational presentation model to maintain high client satisfaction and conversion rates.
• Maintain an active field schedule to consistently service your 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, annuity sales, or relationship-driven closing roles (Preferred).
• Comfortable working in a 1099 contract, commission-only structure with uncapped earning potential.
• High coachability and a willingness to master a strict, proven educational presentation system.
• Strong communication skills with the ability to explain complex financial concepts in simple, empathetic terms.