Financial Advisor - Annuities Focus

Elite Insurance PartnersTampa, FL
9dOnsite

About The Position

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.

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

  • 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
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