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Applied Insurance Advisor Reviews Jobs in Florida

Webb Insurance Group

Be Seen First

Personal Lines Insurance CSR

Tampa, FL · On-site

$56K - $68K/yr

... Advisor / Customer Service Representative. In this role, you will assist clients with policy ... Review and process policy changes, endorsements, and cancellations * Provide guidance to clients on ...

Webb Insurance Group

Be Seen First

Personal Lines Insurance CSR

Hudson, FL · On-site

$52K - $68K/yr

... Advisor / Customer Service Representative. In this role, you will assist clients with policy ... Review and process policy changes, endorsements, and cancellations * Provide guidance to clients on ...

USI Insurance Services

Personal Risk Advisor

Miami, FL · On-site

Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... Implement comprehensive risk analysis reviews focused on identifying personal, professional and ...

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All JobsApplied Insurance Advisor Reviews JobsApplied Insurance Advisor Reviews Jobs in Florida

Applied Insurance Advisor Reviews information

What is an applied insurance advisor review?

An Applied Insurance Advisor Reviews job typically involves assessing and evaluating insurance policies, customer feedback, and industry trends to provide insights and recommendations. Professionals in this role may analyze client needs, review insurance claims, and ensure policies align with customer expectations. They often collaborate with agents, underwriters, and clients to improve service quality and policy offerings. Strong analytical skills and industry knowledge are essential for success in this position.

What are the typical daily responsibilities of an applied insurance advisor?

As an Applied Insurance Advisor, your daily tasks often include meeting with clients to assess their insurance needs, researching and recommending suitable insurance products, and processing policy applications or renewals. You’ll frequently use industry-specific software to track client accounts and stay on top of policy updates or regulatory changes. Collaboration with underwriters, claims specialists, and other advisors is common to ensure clients receive comprehensive service. Additionally, you’ll spend time following up with clients to address questions and maintain ongoing relationships, making the work both dynamic and client-focused.

What are the key skills and qualifications needed to thrive in the applied insurance advisor reviews position?

To thrive as an Applied Insurance Advisor, you should possess strong analytical abilities, in-depth knowledge of insurance products, and relevant certifications such as a state insurance license. Familiarity with customer relationship management (CRM) systems and insurance quoting/binding software is commonly required. Exceptional interpersonal communication, active listening skills, and the ability to explain complex policies clearly are crucial soft skills for this role. These capabilities enable advisors to accurately assess client needs, provide tailored recommendations, and foster long-term client relationships in a highly regulated industry.

Is an applied insurance advisor a sales job?

An applied insurance advisor role typically involves both sales and client service responsibilities, including explaining policies, assessing client needs, and recommending coverage options. Success in this position often requires strong communication skills and knowledge of insurance products, with sales being a key component of meeting performance targets.

What are the most commonly searched types of Applied Insurance Advisor Reviews jobs in Florida?

The most popular types of Applied Insurance Advisor Reviews jobs in Florida are:

What are popular job titles related to Applied Insurance Advisor Reviews jobs in Florida?

For Applied Insurance Advisor Reviews jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Applied Insurance Advisor Reviews jobs in Florida look for?

The top searched job categories for Applied Insurance Advisor Reviews jobs in Florida are:

What cities in Florida are hiring for Applied Insurance Advisor Reviews jobs?

Cities in Florida with the most Applied Insurance Advisor Reviews job openings:

Applied Insurance Advisor Reviews jobs near you
Infographic showing various Applied Insurance Advisor Reviews job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution.

Estate Planning & Insurance Advisor

Affinex Financial

Miami, FL • On-site

$150 - $500/hr

Other

Posted 16 hours ago

Posted today

Job description

Location: On the road

Job Type: Full-time, Contract

Salary: $150,000.00 - $500,000.00 per year

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, company-paid 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.

$150,000 - $500,000 a year

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