On-the-Road Estate Planning & Insurance Advisor

Posted 12 days ago

affinex financialSan Antonio (TX)

Personal Financial AdvisorsInsurance Agencies and Brokerages

SENIORITY

Senior

About the role

Affinex Financial is seeking an Estate Planning & Insurance Advisor to meet with local clients, reviewing living trusts and delivering safe money income protection solutions. You will follow a structured sales process, close with a high-velocity cadence, and be paid on a commission-based, 1099 contract. The role emphasizes client education, risk-managed financial products, and maintaining a consistent appointment flow with support from internal teams. #J-18808-Ljbffr

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.