Estate Planning & Insurance Advisor: Uncapped Earnings

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

Benefits offered by this job

World-Class Training

Back-Office Support

Uncapped Earnings

Job summary

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients in Florida who have established living trusts. This in-person, commissioned role focuses on reviewing retirement needs and presenting safe-money solutions using Fixed Indexed Annuities.

You will work in a 1099 contract with uncapped earning potential, supported by world-class training and back-office support to manage appointments and client relationships.

Qualifications

• Active Life Insurance Producer’s License required.
• 1–3+ years of sales/relationship-driven closing experience preferred.
• 1099 contract with commission-only earning potential.
• Ability to explain complex financial concepts simply and empathetically.

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

Strong communication

Sales ability

Coachability

Education

Active Life Insurance Producer’s License

Job description

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients in Florida who have established living trusts. This in-person, commissioned role focuses on reviewing retirement needs and presenting safe-money solutions using Fixed Indexed Annuities.

You will work in a 1099 contract with uncapped earning potential, supported by world-class training and back-office support to manage appointments and client relationships.