Mobile Estate Planning & Insurance Advisor - Uncapped Pay

Secure Income Management; Melbourne (FL); On-site; USD 150,000 - 500,000; Full time

Benefits offered by this job

Pre-Scheduled Appointments

Company-paid training

Back-office support

Uncapped earning potential

Job summary

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet local clients with living trusts, review their estates, and present risk-managed income protection solutions such as Fixed Indexed Annuities.

The role is a 1099 contract, commission-only with uncapped earning potential, supported by pre-scheduled appointments, company-paid training, and full back-office support to help you grow earnings.

Qualifications

• Active Life Insurance Producer’s License is required.
• 1–3+ years of experience in insurance sales or related closing roles.
• Able to work as a 1099 contractor on a commission-only structure with uncapped earnings.
• Excellent communication skills and ability to explain financial concepts clearly.

Responsibilities

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

Skills

Active Life Insurance Producer’s Lic

Sales experience

Strong communication

Job description

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet local clients with living trusts, review their estates, and present risk-managed income protection solutions such as Fixed Indexed Annuities.

The role is a 1099 contract, commission-only with uncapped earning potential, supported by pre-scheduled appointments, company-paid training, and full back-office support to help you grow earnings.