Mobile Estate Planning & Insurance Advisor (Uncapped)

Affinex Financial; Melbourne (KY); 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 seeking an Estate Planning & Insurance Advisor to meet local clients who have living trusts and review their estate plans. You will educate clients on risk-managed, "safe money" options, focusing on Fixed Indexed Annuities to secure wealth. Follow a structured sales model to achieve high satisfaction and close rates.

The role operates as a 1099 contract with uncapped earning potential, with a schedule of pre-set appointments and dedicated back-office support.

Qualifications

• Active Life Insurance Producer's License (Required).
• 1-3+ years of experience in insurance sales, financial services, or related closing roles.

Responsibilities

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

Skills

Strong communication

Coachability

Ability to present simply

Education

Active Life Insurance Producer's License

Job description

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet local clients who have living trusts and review their estate plans. You will educate clients on risk-managed, "safe money" options, focusing on Fixed Indexed Annuities to secure wealth. Follow a structured sales model to achieve high satisfaction and close rates.

The role operates as a 1099 contract with uncapped earning potential, with a schedule of pre-set appointments and dedicated back-office support.