Senior Annuity Specialist
Description
Senior Annuity Specialist
Location: On-Site | Tampa, FL
Compensation: Base Salary + Uncapped Bonuses (Top performers earn $250,000+)
Licensing Required: Active Florida 2-15 (Life, Health & Annuities)
ABOUT ELITE INSURANCE PARTNERS (EIP)
Elite Insurance Partners (EIP) is one of the Top 5 Medicare and Life Insurance brokerages in the U.S., headquartered in Tampa, FL. We help clients protect their financial future through annuities, life insurance, and retirement income strategies.
We are a high-performance, sales-driven organization recognized nationally for innovation, growth, and advisor success.
WHY THIS ROLE IS DIFFERENT
This is not a cold-calling annuity role and not a book-building advisor position.
• Warm, pre-qualified leads only (no prospecting)
• Direct access to existing Medicare clients
• Proven, structured annuity sales process
• Base salary + uncapped bonuses
• Leadership, training, and marketing support
WHAT YOU’LL DO
• Conduct consultative sales appointments focused on annuities and retirement income
• Partner with Medicare Agents to identify annuity opportunities
• Present compliant, client-aligned solutions
• Guide clients through applications, underwriting, and closing
• Maintain carrier and product knowledge
• Meet and exceed monthly sales goals
WHAT WE’RE LOOKING FOR
Required:
• Active Florida 2-15 license
Preferred:
• Series 6, 7, 63, or 65
Experience & Traits:
• 3+ years of annuity, life insurance, or retirement sales experience
• High-volume inside sales or call center background preferred
• Proven consultative closing ability
• Competitive, motivated, and coachable
• Organized, process-driven, and accountable
COMPENSATION & BENEFITS
• Competitive base salary
• Uncapped bonuses (top performers earn $250k+)
• Medical, Dental, Vision, Life & Disability
• 401(k) with 3.5% company match after one year
• PTO, paid holidays, and incentive days
• On-site gym & basketball courts
• Massage chair lounge
• On-site café with fresh breakfast and lunch