Road-Based Estate Planning & Insurance Advisor

Affinex Financial; Ocala (FL); 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 expanding across Florida and seeks an Estate Planning & Insurance Advisor who will meet local clients with living trusts to review their plans and deliver safe-money income protection solutions.

This is a 1099, commission-only role with uncapped earning potential. You will receive world-class training and dedicated back-office support, enabling you to follow a proven educational sales process and maintain an active appointment schedule.

Qualifications

• Active Life Insurance Producer's License is required.
• 1–3+ years of experience in insurance sales or related roles.
• Comfortable working in a 1099 contract with commission-only structure and uncapped earning potential.

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

Communication skills

Sales experience

Contract work

Coaching/education process

Education

Life Insurance Producer's License

Job description

Affinex Capital is expanding across Florida and seeks an Estate Planning & Insurance Advisor who will meet local clients with living trusts to review their plans and deliver safe-money income protection solutions.

This is a 1099, commission-only role with uncapped earning potential. You will receive world-class training and dedicated back-office support, enabling you to follow a proven educational sales process and maintain an active appointment schedule.