Senior Wealth Advisor – Annuities & Retirement

Sales Tampa, Florida


Description

Senior Wealth Advisor – Annuities & Retirement (Warm Leads Provided)
Location: On-Site | Tampa, FL
Compensation: Base Salary + Uncapped Bonuses (Top performers earn $250,000+)
Licensing Required: Active Florida 2-15 (Series licenses a plus)
 
ABOUT ELITE INSURANCE PARTNERS (EIP)
Elite Insurance Partners (EIP) is one of the Top 5 Medicare brokerages in the nation, headquartered in Tampa, FL. We specialize in Medicare, life insurance, annuities, and retirement solutions for clients nationwide.
 
We are a growth-driven, high-performance organization that invests heavily in marketing, technology, and training, so our advisors can focus on what matters most: advising clients and closing business.
 
WHY THIS ROLE IS DIFFERENT
 
This is not a cold-calling financial advisor role.
• Daily warm, inbound leads provided (no prospecting required)
• Strong base salary + uncapped bonuses
• High annuity and life insurance volume from an existing Medicare client base
• On-site collaboration with Medicare Sales, Marketing, and Support teams
• Proven sales processes, advanced tech stack, and leadership support
 
WHAT YOU’LL DO
 
• Conduct consultative client appointments focused on annuities, life insurance, and retirement strategies
• Partner with Medicare Sales Agents to identify advanced planning opportunities
• Present compliant, customized financial solutions
• Manage applications, underwriting, and suitability
• Maintain carrier and product knowledge
 
WHAT WE’RE LOOKING FOR
Required:
• Active Florida 2-15 license
 
Preferred:
• Series 6, 7, 63, or 65
 
Experience & Traits:
• Background in annuities, life insurance, or retirement planning
• Proven consultative sales and closing ability
• Comfortable in a high-volume warm-lead environment
• Strong communication and organizational skills
• Competitive, motivated, and team-oriented
 
COMPENSATION & BENEFITS
• Competitive base salary
• Uncapped bonuses
• Medical, Dental, Vision, Life, and Disability insurance
• 401(k) with 3.5% company match after one year
• Generous PTO + paid holidays
• On-site gym, café, and modern office environment