Road-Warrior Estate Planning & Insurance Advisor

Affinex Financial; Jacksonville (FL); Vor Ort; USD 150.000 - 500.000; Vollzeit

Benefits dieser Stelle

Pre-Scheduled Appointments

World-Class Training

Full Back-Office Support

Uncapped Earning Potential

Zusammenfassung

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet local clients at pre-scheduled in-person appointments and review living trusts to present safe money options.

You’ll operate in a 1099 contract, commission-only structure with uncapped earning potential. Join a growth-focused team with comprehensive training and back-office support to maximize client satisfaction and closing rates.

Qualifikationen

• Active Life Insurance Producer’s License is required.
• 1–3+ years in insurance sales or related closing roles preferred.
• Excellent communication and ability to explain complex financial concepts clearly.

Aufgaben

• Attend pre-scheduled, in-person appointments with clients who have living trusts.
• Conduct structured reviews of client financial situations to identify gaps in retirement income.

Kenntnisse

Active Life Insurance License

Insurance sales experience

Strong communication

Jobbeschreibung

Affinex Capital is seeking an Estate Planning & Insurance Advisor to meet local clients at pre-scheduled in-person appointments and review living trusts to present safe money options.

You’ll operate in a 1099 contract, commission-only structure with uncapped earning potential. Join a growth-focused team with comprehensive training and back-office support to maximize client satisfaction and closing rates.