Sr Annuity Specialist (Pre-Set Appointments)

Affinex Financial; Jacksonville (FL); On-site; USD 150,000 - 500,000; Full time

Benefits offered by this job

100% Pre-Scheduled Client Appointments

Full Back-Office & Case Support

Uncapped Compensation

Turnkey Infrastructure

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Life Insurance License

FIA experience

Closing skills

Independent contractor

Job description

Job Overview: Affinex Capital, a three-time Inc. 5000 Fastest Growing Companies honoree, is expanding its footprint across key expansion markets. We operate an advisor-first platform designed to eliminate the time, expense, and stress of self-prospecting by placing high-intent, pre-scheduled client appointments directly on your calendar.

In this role, you will meet with local families and retirees who have recently established a living trust to review their estate plans and implement principal-protected, "safe money" retirement income solutions.

Key Responsibilities

• 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 our dedicated 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.

Candidate Qualifications

• Active Life Insurance Producer’s License (Required).

• 5+ years of active experience specializing in Fixed Indexed Annuities (FIAs) and retirement income planning.

• Demonstrated track record of $2M+ in annual FIA production (or equivalent top-tier sales volume).

• Strong consultative closing skills with an empathetic, client-first communication style.

• Comfortable working in an independent, commission-based 1099 structure with uncapped income potential.

What We Provide (Benefits & Support)

• 100% Pre-Scheduled Client Appointments: Zero cold calling, door knocking, or paying out-of-pocket for leads; your calendar is filled with high-intent prospects.

• Full Back-Office & Case Support: Our internal operations team handles administrative paperwork, carrier follow-ups, and case design so you can stay in front of clients.

• Uncapped Compensation: High-performing commission splits with quarterly activity bonuses and incentive trips.

• Turnkey Infrastructure: A proven presentation methodology and estate review framework to maximize conversion rates.

$150,000 - $500,000 a year