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. In this role, you will meet with local clients who have already established a living trust to review their estate plans and deliver "safe money" income protection solutions.

Estate Planning & Insurance Advisor 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.

Estate Planning & Insurance Advisor 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.

Estate Planning & Insurance Advisor 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.