Wealth Advisor – Life & Annuities
Description
Wealth Advisor – Life & Annuities- Warm Leads Provided
Location: On-Site | Tampa, FL
Compensation: Competitive base salary + performance bonuses (top performers exceed $250k+)
License Required: Active Florida 2-15
Compensation: Competitive base salary + performance bonuses (top performers exceed $250k+)
License Required: Active Florida 2-15
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 help families protect their financial future with life insurance, annuities, and retirement planning solutions.
Our culture is fast-paced, collaborative, and growth-driven. We invest heavily in technology, marketing, and training so our advisors can focus on what they do best, helping clients and closing business.
EIP has been recognized as a Top Workplace for our innovation, leadership, and commitment to employee success.
Why This Role Is Different
This is not a typical Financial Advisor role.
What makes EIP unique:
- ✔ High-quality warm leads provided daily
- ✔ No cold calling, no prospecting
- ✔ Strong base salary + uncapped bonuses
- ✔ On-site support from Medicare and marketing teams
- ✔ Advanced tech stack, training, and leadership support
- ✔ Massive opportunity to close annuities, life insurance, and retirement planning cases
If you’re an experienced financial professional who wants a steady flow of qualified clients and a company that invests in your success, this is the place for you.
What You’ll Do
- Conduct consultative appointments focused on annuities, life insurance, and retirement strategies
- Partner with Medicare Sales Agents to identify advanced planning opportunities
- Present customized wealth-preserving and income-generating solutions
- Guide clients through applications, underwriting, and suitability requirements
- Stay current on carrier products, rates, and market trends
What We’re Looking For
- Active Florida 2-15 license (Required)
- Series 6, 7, 63, or 65 (Preferred)
- Proven ability to sell, close, and manage a consultative sales process
- Experience in annuities, life insurance, wealth management, or financial planning
- Competitive, motivated, and goal-focused
- High integrity and low ego, team-first mindset
- Strong communicator who can simplify complex financial concepts
- Someone who follows process, stays organized, and embraces accountability
Compensation & Benefits
Compensation
- Competitive base salary
- Uncapped performance bonuses (top performers exceed $250,000)
Benefits
- Full Medical, Dental, Vision, Life, and Disability coverage
- 401(k) with 3.5% company match after one year
- Generous PTO + paid holidays
- On-site gym with basketball courts & group classes
- Massage chair lounge
- On-site café with fresh breakfast and lunch
- Modern, collaborative workspace