Field Estate Planning & Insurance Advisor

Posted 10 days ago

affinex financialSan Diego (CA)

Personal Financial AdvisorsAll Other Insurance Related Activities

SENIORITY

Senior

About the role

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients, review living trusts, and present safe-money income protection solutions. You will follow a structured educational sales model and manage a calendar of pre-scheduled appointments. This role offers a 1099 contract, commission-based pay with uncapped earning potential, comprehensive training, and full back-office support to stay focused on client meetings and closings. #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.