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About the Role
Affinex Capital is seeking an Estate Planning & Insurance Agent to meet with local clients who have established living trusts. The role involves reviewing estate plans and offering risk-managed income protection solutions, leveraging a done-for-you platform that handles marketing and prospecting.
Responsibilities
- Attend 5-8 pre-scheduled, in-person appointments weekly with local clients who have established living trusts.
- Conduct structured reviews of client financial situations to identify retirement income gaps.
- Educate clients on risk-managed, 'safe money' options, primarily Fixed Indexed Annuities, for wealth preservation and income stability.
- Execute a proven, structured educational presentation model to ensure high client satisfaction and conversion rates.
- Maintain an active field schedule to consistently service pre-set company appointments.
Requirements
- Active Life Insurance Producer's License.
- 1-3+ years of experience in insurance sales, financial services, annuity sales, or relationship-driven closing roles.
- 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 / Local Field Work
Work Type
- Full-time
- Contract (1099)
Experience Level
- 1-3+ years
Salary/Compensations
- $150,000.00 – $500,000.00+ per year (Uncapped Commission + Performance Bonuses)
Benefits
- 5-8 Pre-Qualified Appointments Weekly
- Zero Out-of-Pocket Expense for marketing
- High Earning & Asset Potential (designed to help advisors consistently write $1MM–$2MM in new assets monthly)
- Full Back-Office & Tech Support
- World-Class Coaching & Support
About the Company
- Affinex Capital is a three-time Inc. 5000 Fastest Growing Companies honoree.
- Operates an advisor-first, done-for-you platform designed to take 100% of the marketing, prospecting, and financial burden off advisors.
- Absorbs all upfront marketing risk with zero out-of-pocket costs for advisors.
- Provides high-intent, pre-scheduled client appointments.