Estate Planning & Insurance Pro - Pre-Scheduled Appointments

Affinex Financial

Jacksonville (FL)

On-site

USD 150,000 - 500,000

Full time

14 days+

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Benefits offered by this job

Pre-Scheduled Appointments

World-Class Training

Back-Office Support

Uncapped Earnings

Job summary

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet with local clients who have living trusts, review their financial situations, and present risk-managed, safe-money solutions. The role operates on a 1099 contract basis with commission-based earnings and a calendar fully managed for you.

The ideal candidate holds an active Life Insurance Producer’s License, has 1–3+ years in insurance sales, and is comfortable with the structured, educational sales approach designed to

Qualifications

Active life insurance producer’s license is required.
1–3+ years in insurance sales or related roles.
Comfortable with 1099 contract and commission-only earnings.

Responsibilities

Attend pre-scheduled, in-person appointments with local clients who have 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.
Follow a proven, structured educational sales model to maintain high client satisfaction and close rates.
Maintain an active schedule to match the flow of pre-set company appointments.

Skills

Life Insurance License

Insurance Sales Experience

1099 Contract

Commission-Based

Job description

The ideal candidate holds an active Life Insurance Producer’s License, has 1–3+ years in insurance sales, and is comfortable with the structured, educational sales approach designed to

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