What are the responsibilities and job description for the New Business Specialist-Annuities position at Affinex Financial?
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
Located in the vibrant city of Tucson, Arizona, Affinex is a rapidly growing financial services platform focused on retirement income planning, wealth management, and annuity distribution.
Recognized by Inc. Magazine in 2026 as the 48th fastest-growing private companies in the United States, Affinex is building a premier national advisory platform. Founded by industry veteran Joshua Mellberg (who previously scaled J.D. Mellberg Financial to eight consecutive Inc. 500/5000 rankings and a successful acquisition by AmeriLife Group), Affinex combines deep industry expertise with a high-energy, fast-paced corporate culture. As we scale our national footprint, we are looking for competitive professionals to drive our expansion.
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.
Position Overview
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.
Key Responsibilities
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.
Qualifications & Core Competencies
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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).
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Salary : $50,000 - $60,000