Overview

Company
Affinex Financial
Location
Jacksonville, Florida, United States
Employment type
On-site
Affinex Financial

Finance & Banking • Jacksonville, Florida, United States

Senior Annuity Advisor: Pre-Scheduled Client Meetings

Jacksonville, Florida, United StatesOn-sitePosted 10 hours ago
Finance & Banking

About the Role

Affinex Financial is expanding its advisor-first platform to meet high-net-worth clients in Jacksonville. You will meet local families and retirees with living trusts to review estate plans and implement principal-protected retirement income solutions.

In this role, you will analyze client needs, design FIA and safe-money strategies, and collaborate with our teams to streamline submissions.This is a commission-based 1099 opportunity with uncapped income potential and strong support.

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What You'll Do

Affinex Financial is expanding its advisor-first platform to meet high-net-worth clients in Jacksonville.
You will meet local families and retirees with living trusts to review estate plans and implement principal-protected retirement income solutions.
In this role, you will analyze client needs, design FIA and safe-money strategies, and collaborate with our teams to streamline submissions.This is a commission-based 1099 opportunity with uncapped income potential and strong support.
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Skills & Technologies

Finance & Banking