On-the-Road Estate Planning & Insurance Advisor

Posted 18 days ago

secure income managementSan Diego (CA)

Personal Financial AdvisorsInsurance Agencies and Brokerages

SENIORITY

Mid

About the role

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with clients who established living trusts and review their estate plans in person. You will educate clients on safe money options and work within a structured sales model to achieve high close rates. The role offers pre-scheduled appointments, company-paid training, and full back-office support, with uncapped earning potential through commissions and quarterly bonuses. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

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

Employers plan around it, and it's the question that stalls offers most often.

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