New Business Specialist-Annuities

Job Title: New Business Specialist - Annuities

Department: Operations / New Business

Compensation: $50,000 – $60,000.00 per year

Work Location: On-site

About Affinex Capital

At Affinex Capital, we empower financial advisors and their clients with top-tier annuity and life insurance solutions designed for long-term financial security. We pride ourselves on delivering an exceptional, white-glove experience to our advisor partners—ensuring that doing business with us is seamless, accurate, and efficient.

We are expanding our team and looking for a detail-obsessed, service-minded New Business Specialist to serve as the critical engine behind our annuity application pipeline.

As a New Business Specialist , you are the vital bridge between financial advisors, insurance carriers, and operations. Your primary mission is two-fold: Concierge Application Prep (pre-filling and preparing applications for advisors) and Application Scrubbing (ensuring 100% "In Good Order" accuracy before carrier submission).

If you thrive in a fast-paced environment, possess an eagle eye for detail, and take pride in delivering white-glove service to top-producing advisors, this role is for you.

1. Advisor Concierge & Application Prep

• Act as a dedicated operational partner to advisors, providing proactive, white-glove concierge support during the client onboarding phase.

• Pre-fill and assemble complete annuity and life insurance application packages based on advisor-provided case details.

• Guide advisors on carrier-specific requirements, forms, and submission guidelines to streamline their workflow.

2. Application Scrubbing & Quality Control

• Meticulously review and "scrub" all incoming applications, transfer paperwork, and suitability forms to guarantee they are submitted In Good Order (IGO) .

• Identify potential red flags, missing signature fields, or compliance discrepancies prior to carrier submission to minimize processing delays.

• Maintain deep knowledge of Tax-Qualified and Non-Tax-Qualified account rules, rollover guidelines, and carrier-specific nuances.

3. Pipeline Management & Carrier Follow-Through

• Submit scrubbed application packages to insurance carriers promptly and accurately.

• Actively track and follow up on pending cases from submission through policy issuance and delivery.

• Systematically resolve carrier requirements (NIGO items), communicating clear, actionable solutions back to the advisor.

• Maintain complete, audit-ready records within our CRM/operations platform in accordance with industry compliance standards.

• Industry Experience: 1–3+ years of experience in financial services, insurance operations, or mortgage processing environments, with direct exposure to annuity or life insurance processing a plus.

• Technical Product Knowledge: Solid understanding of fixed/indexed annuities, life insurance applications, transfer/rollover mechanics, and tax-qualified vs. non-qualified funds.

• Detail & Scrubbing Expertise: Exceptional accuracy and a strong process-driven mindset—you naturally spot the small details others miss.

• Communication & Relationship Skills: Professional, clear verbal and written communication; ability to build trust quickly with high-producing advisors.

• Technical Savvy: Proficient in standard office software, CRM systems, and e-application tools (e.g., FireLight, iPipeline, or carrier portals).

$50,000 - $60,000 a year

Why Join Affinex Capital?

• Impactful Role: You are directly responsible for accelerating revenue and building lasting relationships with our advisor network.

• Collaborative Culture: Work alongside a supportive team that values clear communication, efficiency, and continuous improvement.

• Career Growth: Opportunities to deepen your knowledge of financial services operations, compliance, and team leadership.