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
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Conduct in-person, consultative appointments with pre-qualified clients who have active living trusts.
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Analyze client financial profiles to identify gaps in retirement income, market exposure, and capital preservation.
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Design and present tailored Fixed Indexed Annuity (FIA) and safe-money income strategies to protect wealth and guarantee lifetime income.
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Collaborate with our dedicated internal processing and case-design teams to streamline application submission and policy delivery.
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Maintain a high closing ratio while delivering an exceptional client experience across your territory.
Candidate Qualifications:
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Active Life Insurance Producer’s License (Required).
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5+ years of active experience specializing in Fixed Indexed Annuities (FIAs) and retirement income planning.
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Demonstrated track record of $2M+ in annual FIA production (or equivalent top-tier sales volume).
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Strong consultative closing skills with an empathetic, client-first communication style.
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Comfortable working in an independent, commission-based 1099 structure with uncapped income potential.
What We Provide (Benefits & Support):
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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.
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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.
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Uncapped Compensation: High-performing commission splits with quarterly activity bonuses and incentive trips.
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Turnkey Infrastructure: A proven presentation methodology and estate review framework to maximize conversion rates.
Active Life Insurance Producer's License required; 5+ years experience in Fixed Indexed Annuities and retirement income planning; $2M+ annual FIA production; strong consultative closing skills; independent 1099 commission structure.
Key Responsibilities
- conducting client appointments
- analyzing financial profiles
- presenting annuity strategies
Job Details
- Category: Sales
- Seniority: Senior Level
- Commitment: Contract
- Workplace: Remote — Miami, Florida, United States
- Salary: USD 150,000 – 500,000 / year
- Languages: English
About Affinex Capital
An advisor-first financial platform providing pre-scheduled client appointments for retirement income solutions. — Industry: Finance