A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
Senior Annuity & Estate Planning Advisor Affinex Financial San Jose, CA Job Details Contract $150,000 - $500,000 a year 11 hours ago Benefits Life insurance Qualifications Life Insurance License Financial concepts
Full Job Description Location:
On the road
Job Type:
Full-time, Contract Salary:
$150,000.00 - $500,000.00 per year Company Overview Affinex Capital, a two-time Inc. 5000 Fastest Growing Companies honoree, is rapidly expanding its footprint across California. We operate an advisor-first platform designed to take 100% of the marketing and prospecting burden off your shoulders by providing high-intent, pre-scheduled client appointments directly on your calendar. In this role, you will meet with local clients who have already established a living trust to review their estate plans and deliver "safe money" income protection solutions.
Attend pre-scheduled, in-person appointments with local clients who have recently established living trusts. Conduct structured, educational reviews of client financial situations to identify gaps in retirement income. Educate clients on risk-managed, "safe money" options—primarily Fixed Indexed Annuities—to ensure wealth preservation. Follow our proven, structured educational sales model to maintain high client satisfaction and close rates. Maintain an active schedule to consistently match the steady flow of pre-set company appointments.
Active Life Insurance Producer's License (Required). 1-3+ years of experience in insurance sales, financial services, or related relationship-driven closing roles (Preferred). 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.
Zero cold-calling, prospecting, or paying for leads; your calendar is fully managed for you.
World-Class Training:
Comprehensive training covering our proprietary estate preservation process and compliance.
Full Back-Office Support:
A dedicated internal team handles operations and administrative paperwork so you can focus entirely on clients.
Uncapped Earning Potential:
High-performing commission splits supplemented by quarterly activity bonuses and incentive trips. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
