Estate Planning & Insurance Advisor — Pre-Scheduled, Uncapped Earnings

Affinex Financial; Sanford (FL); On-site; USD 150,000 - 500,000; Full time

Benefits offered by this job

Pre-scheduled appointments

World-class training

Back-office support

Uncapped earning potential

Job summary

Affinex Capital on the road is seeking an Estate Planning & Insurance Advisor to meet with local clients who have living trusts. You will review retirement needs and present safe-money solutions in-person, using a structured, educational sales model.

The role offers a 1099 contract with commission-based pay and significant earning potential, backed by world-class training and strong back-office support. You will manage a steady calendar of company appointments across Florida.

Qualifications

• Active Life Insurance Producer's License is required.
• 1–3+ years experience in insurance sales or related relationship-driven closing roles preferred.
• Comfortable working in a 1099 contract, commission-only structure with uncapped earnings.
• Strong communication skills with the ability to explain complex financial concepts simply.

Responsibilities

• Attend pre-scheduled, in-person appointments with local clients who recently established living trusts.
• Conduct structured reviews of client financial situations to identify gaps in retirement income.
• Educate clients on risk-managed, 'safe money' options—primarily Fixed Indexed Annuities for wealth preservation.
• Follow a proven educational sales model to maintain high client satisfaction and close rates.
• Maintain an active schedule to match the steady flow of pre-set company appointments.

Skills

Active Life Insurance License

Insurance sales experience

Strong communication skills

Ability to present complex concepts

Job description

Affinex Capital on the road is seeking an Estate Planning & Insurance Advisor to meet with local clients who have living trusts. You will review retirement needs and present safe-money solutions in-person, using a structured, educational sales model.

The role offers a 1099 contract with commission-based pay and significant earning potential, backed by world-class training and strong back-office support. You will manage a steady calendar of company appointments across Florida.