Senior Annuity Advisor: Pre-Scheduled Client Meetings

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

Benefits dieser Stelle

100% Pre-Scheduled Client Appointments

Full Back-Office & Case Support

Uncapped Compensation

Turnkey Infrastructure

Zusammenfassung

Affinex Financial is expanding its advisor-first platform to meet high-net-worth clients in Jacksonville. You will meet local families and retirees with living trusts to review estate plans and implement principal-protected retirement income solutions.

In this role, you will analyze client needs, design FIA and safe-money strategies, and collaborate with our teams to streamline submissions.This is a commission-based 1099 opportunity with uncapped income potential and strong support.

Qualifikationen

• Active Life Insurance Producer’s License is required.
• 5+ years of active experience specializing in FIAs and retirement income planning.
• Demonstrated track record of $2M+ in annual FIA production (or equivalent).
• Strong consultative closing skills with an empathetic, client-first approach.
• Comfortable working in a 1099 commission-based structure with uncapped income potential.

Aufgaben

• Conduct in-person, consultative appointments with pre-qualified clients who have active living trusts.
• Analyze client financial profiles to identify gaps in retirement income, market exposure, and capital preservation.
• Design and present tailored Fixed Indexed Annuity (FIA) and safe-money income strategies to protect wealth and guarantee lifetime income.
• Collaborate with internal processing and case-design teams to streamline application submission and policy delivery.
• Maintain a high closing ratio while delivering an exceptional client experience across your territory.

Kenntnisse

Life Insurance License

FIA experience

Closing skills

Independent contractor

Jobbeschreibung

Affinex Financial is expanding its advisor-first platform to meet high-net-worth clients in Jacksonville. You will meet local families and retirees with living trusts to review estate plans and implement principal-protected retirement income solutions.

In this role, you will analyze client needs, design FIA and safe-money strategies, and collaborate with our teams to streamline submissions.This is a commission-based 1099 opportunity with uncapped income potential and strong support.