Estate Planning & Insurance Advisor: Pre-Scheduled Clients

Affinex Capital; Melbourne (FL); On-site; USD 150,000 - 500,000; Full time

Benefits offered by this job

Pre-Scheduled Appointments

World-Class Training

Full Back-Office Support

Uncapped Earning Potential

Job summary

Affinex Capital is hiring an Estate Planning & Insurance Advisor to meet locally with clients who have established living trusts. You will review clients' estate plans and present safe money, fixed indexed annuity options, leveraging a proven educational sales model.

This role offers a 1099 contract with commission-only earnings and uncapped potential, backed by world-class training and full back-office support to keep you focused on clients.

Qualifications

• Active Life Insurance Producer’s License required.
• 1–3+ years in insurance sales or related relationship-driven roles.
• Commission-only contract with uncapped earning potential.
• Ability to explain complex financial concepts clearly.

Responsibilities

• 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.

Skills

Communication skills

Education

Life Insurance Producer's License

Job description

Affinex Capital is hiring an Estate Planning & Insurance Advisor to meet locally with clients who have established living trusts. You will review clients' estate plans and present safe money, fixed indexed annuity options, leveraging a proven educational sales model.

This role offers a 1099 contract with commission-only earnings and uncapped potential, backed by world-class training and full back-office support to keep you focused on clients.