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Temporary Applied Insurance Advisor Reviews Jobs in Florida

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... 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 ...

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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 ...

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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Temporary Applied Insurance Advisor Reviews information

What is the difference between Temporary Applied Insurance Advisor Reviews vs Temporary Insurance Agent Reviews?

AspectTemporary Applied Insurance AdvisorTemporary Insurance Agent
CredentialsLicensing required, insurance knowledgeLicensing required, insurance knowledge
Work EnvironmentOffice, client meetings, insurance consultationsOffice, client meetings, insurance consultations
Employer & Industry UsageInsurance firms, brokerages, agenciesInsurance firms, brokerages, agencies
Search & Comparison IntentUnderstanding temporary roles in insurance advisingUnderstanding temporary roles in insurance sales

Temporary Applied Insurance Advisor Reviews focus on roles involving advising clients on insurance products, requiring licensing and industry knowledge. Temporary Insurance Agent Reviews typically relate to sales roles within insurance companies. Both roles share similar work environments and credentials but differ mainly in job focus—advising versus selling insurance products.

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

Estate Planning & Insurance Advisor

Affinex Financial

Miami, FL • On-site

$150 - $500/hr

Other

Posted 2 days ago

New


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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