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Senior Annuity Specialist (Pre-Set Appointments)

Senior Annuity Specialist (Pre-Set Appointments)

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Affinex CapitalFinancial services
Workplace type: RemoteContractSenior
Salary$150,000 - $500,000 a year
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Job Details

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

Requirements

  • Hold an active Life Insurance Producer’s License.
  • Have 5+ years of active experience specializing in Fixed Indexed Annuities and retirement income planning.
  • Demonstrate a track record of $2M+ in annual FIA production or equivalent top-tier sales volume.
  • Bring strong consultative closing skills.
  • Use an empathetic, client-first communication style.
  • Be comfortable working in an independent, commission-based 1099 structure.

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 and safe-money income strategies.
  • Collaborate with internal processing and case-design teams to streamline application submission and policy delivery.
  • Maintain a high closing ratio while delivering a client experience across your territory.
View Full Description & ApplyYou'll be redirected to the employer's site

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$150,000 - $500,000 a year
Apply Now