Pre-Scheduled Estate Planning & Insurance Advisor

Posted 11 days ago

secure income managementSan Antonio (TX)

Personal Financial AdvisorsInsurance Agencies and Brokerages

SENIORITY

Mid

About the role

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients with living trusts. You will review retirement income options, emphasize safety of capital, and present fixed indexed annuities within a proven educational sales framework. In this 1099 contract-friendly full-time role, expect no cold-calling, calendar-managed appointments, and world-class training. You’ll earn commissions with uncapped earning potential and back-office support to focus on client #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.