Sr. Annuity Specialist (Pre-Set Appointments)

Affinex Financial; United States; Remote; 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 Capital is expanding its advisory-focused platform across key markets. You will meet with local families and retirees with living trusts to review estate plans and implement principal-protected retirement income solutions.

The role emphasizes consultative closing and a high-touch client experience in a commission-based, independent contractor setup. The opportunity offers substantial upside with pre-scheduled appointments and back-office support to maximize efficiency and conversion

Qualifications

• Active Life Insurance Producer’s License is required.
• 5+ years of active experience specializing in FIAs and retirement income planning.
• Proven track record of $2M+ in annual FIA production.
• Strong consultative closing with a client-first communication style.
• Comfortable in a 1099 commission-based structure with uncapped income potential.

Responsibilities

• Conduct in-person, consultative appointments with pre-qualified clients with active living trusts.
• Analyze client financial profiles to identify gaps in retirement income and capital preservation.
• Design and present tailored FIA and safe-money income strategies.
• Collaborate with internal processing and case-design teams to streamline submissions.
• Maintain a high closing ratio with an exceptional client experience across your territory.

Skills

FIA expertise

Retirement income planning

Sales targets achievement

Client consultative closing

Education

Active Life Insurance Producer’s License

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