Sr Annuity Specialist (Pre-Set Appointments)

Affinex Financial • San Diego, CA

13d • $150,000 - $500,000

About The Position

Affinex Capital is expanding its footprint across key expansion markets with an advisor-first platform that provides high-intent, pre-scheduled client appointments. The Sr Annuity Specialist meets in person with local families and retirees who have recently established a living trust, reviews their estate plans, and implements principal-protected retirement income solutions. The role focuses on Fixed Indexed Annuities (FIAs) and other safe-money strategies, with internal processing and case-design support. Compensation is commission-based, with uncapped income potential. The stated annual compensation range is $150,000–$500,000.

Requirements

• Active Life Insurance Producer’s License.
• At least 5 years of active experience specializing in Fixed Indexed Annuities (FIAs) and retirement income planning.
• Demonstrated track record of $2 million or more in annual FIA production, or equivalent top-tier sales volume.
• Strong consultative closing skills and an empathetic, client-first communication style.
• 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 retirement income gaps, market exposure, and capital-preservation needs.
• Design and present tailored Fixed Indexed Annuity (FIA) and safe-money income strategies to protect wealth and provide guaranteed lifetime income.
• Collaborate with 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 the assigned territory.

Benefits

• 100% pre-scheduled client appointments; no cold calling, door knocking, or out-of-pocket lead costs.
• Full back-office and case support, including administrative paperwork, carrier follow-ups, and case design.
• Uncapped compensation with high-performing commission splits, quarterly activity bonuses, and incentive trips.
• Turnkey infrastructure, including a proven presentation methodology and estate review framework.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed