Financial Advisor - Annuities Focus
About The Position
Financial Advisor - Annuities Focus Location: On-Site | Tampa, FL Compensation: Base Salary + Uncapped Bonuses (Top performers earn $250,000+) License Required: Active Florida 2-15 (Life, Health & Annuities) WHY THIS ROLE STANDS OUT Elite Insurance Partners is hiring a licensed Financial Advisor to work warm, pre-qualified Medicare clients focused on retirement income and annuity solutions. No cold calling or self-prospecting Work with clients who already trust our brand Structured, compliant retirement income process Base salary plus uncapped earning potential This is not a traditional book-building advisory role. Advisors focus on high-quality conversations and closing opportunities, not generating their own pipeline. ABOUT ELITE INSURANCE PARTNERS (EIP) Elite Insurance Partners (EIP) is a nationally recognized insurance and retirement solutions brokerage headquarters in Tampa, FL. For over a decade, we’ve helped clients protect their financial future through Medicare, life insurance, annuities, and retirement income strategies. Our technology-driven model allows advisors to focus on serving clients and closing business while our marketing and operations teams support the pipeline. WHAT YOU’LL DO Conduct consultative retirement income conversations with warm, pre-qualified clients Present compliant annuity and protection strategies aligned with client goals Work closely with EIP’s Medicare team to convert qualified retirement opportunities Own the client relationship from initial conversation through application and funding Navigate underwriting, carrier processes, and follow-ups confidently Maintain strong product knowledge across annuities and insurance solutions Consistently meet and exceed monthly production goals WHAT WE’RE LOOKING FOR Active Florida 2-15 License (Life, Health & Annuities) Preferred FINRA licenses (Series 6, 7, 63, and/or 65) Experience & Traits 3+ years of experience in annuity, life insurance, or retirement income sales Inside sales, phone-based advising, or call-center experience strongly preferred Consultative closing style (not transactional selling) Comfortable working in a KPI-driven, performance environment Competitive, motivated, and accountable Organized, professional, and process-driven COMPENSATION & BENEFITS Competitive base salary Uncapped performance bonuses (Top performers earn $250,000+) Medical, Dental, Vision, Life & Disability Insurance 401(k) with 3.5% company match after one year Paid Time Off, paid holidays, and incentive days On-site gym & basketball courts Massage chair lounge On-site café with fresh breakfast and lunch
Requirements
- Active Florida 2-15 License (Life, Health & Annuities)
- 3+ years of experience in annuity, life insurance, or retirement income sales
- Inside sales, phone-based advising, or call-center experience strongly preferred
- Consultative closing style (not transactional selling)
- Comfortable working in a KPI-driven, performance environment
- Competitive, motivated, and accountable
- Organized, professional, and process-driven
Nice To Haves
- Preferred FINRA licenses (Series 6, 7, 63, and/or 65)
Responsibilities
- Conduct consultative retirement income conversations with warm, pre-qualified clients
- Present compliant annuity and protection strategies aligned with client goals
- Work closely with EIP’s Medicare team to convert qualified retirement opportunities
- Own the client relationship from initial conversation through application and funding
- Navigate underwriting, carrier processes, and follow-ups confidently
- Maintain strong product knowledge across annuities and insurance solutions
- Consistently meet and exceed monthly production goals
Benefits
- Competitive base salary
- Uncapped performance bonuses (Top performers earn $250,000+)
- Medical, Dental, Vision, Life & Disability Insurance
- 401(k) with 3.5% company match after one year
- Paid Time Off, paid holidays, and incentive days
- On-site gym & basketball courts
- Massage chair lounge
- On-site café with fresh breakfast and lunch
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
