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About the Role

Affinex Capital is seeking an Estate Planning & Insurance Advisor to join their expanding team in Texas. This role involves meeting with local clients who have established living trusts to review their estate plans and offer "safe money" income protection solutions. The company provides an advisor-first platform that handles all marketing and prospecting, delivering high-intent, pre-scheduled client appointments.

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.

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.

Location

On the road

Work Type

Full-time
Contract
1099

Experience Level

1-3+ years

Salary/Compensations

$150,000.00 - $500,000.00 per year

Benefits

Pre-Scheduled Appointments: Zero cold-calling, prospecting, or paying for leads; your calendar is fully managed for you.
World-Class Training: Comprehensive, company-paid 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.

About the Company

Affinex Capital is a two-time Inc. 5000 Fastest Growing Companies honoree, rapidly expanding its footprint across Texas.
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.