Estate Planning & Insurance Agent

Location: On the road

Job Type: Full-time, Contract

Company Overview

Affinex Capital, a two-time Inc. 5000 Fastest Growing Companies honoree, is rapidly expanding its footprint across Florida. We operate an advisor‑first platform designed to take 100% of the marketing and prospecting burden off your shoulders by providing high‑intent, pre‑scheduled client appointments directly on your calendar.

Responsibilities

• Attend pre‑scheduled, in‑person appointments with local clients who have recently established living trusts.
• Conduct structured, educational reviews of client financial situations to identify gaps in retirement income.
• Educate clients on risk‑managed, “safe money” options—primarily Fixed Indexed Annuities—to ensure wealth preservation.
• Follow our proven, structured educational sales model to maintain high client satisfaction and close rates.
• Maintain an active schedule to consistently match the steady flow of pre‑set company appointments.

Requirements

• Active Life Insurance Producer’s License (required).
• 1–3+ years of experience in insurance sales, financial services, or related relationship‑driven closing roles (preferred).
• Comfortable working in a 1099 contract, commission‑only structure with uncapped earning potential.
• High coachability and willingness to master a strict, proven educational presentation system.
• Strong communication skills with the ability to explain complex financial concepts in simple, empathetic terms.

Benefits

• Pre‑Scheduled Appointments: Zero cold‑calling, prospecting, or paying for leads; your calendar is fully managed for you.
• World‑Class Training: Comprehensive training covering our proprietary estate preservation process and compliance.
• Full Back‑Office Support: A dedicated internal team handles operations and administrative paperwork so you can focus entirely on clients.
• Uncapped Earning Potential: High‑performing commission splits supplemented by quarterly activity bonuses and incentive trips.

Pay

Salary range: $150,000 – $500,000 per year.