Senior Annuity Sales Advisor

Elite Insurance Partners • Tampa, FL

76d • Onsite

About The Position

We’re hiring a Senior Annuity Sales Advisor who is passionate about helping clients secure their retirement income and grow their wealth. This is a sales-focused role designed for an experienced, licensed professional with a strong background in annuities, financial planning, or wealth management sales. You’ll work on-site with access to high-quality, pre-qualified warm leads, meaning no cold calling, no prospecting, and no chasing dead leads.

Requirements

• Active Florida 2-15 Life, Health & Annuities License (Required)
• 3+ years of successful annuity or wealth-based sales experience
• Call center or inside sales experience required, high call volume background preferred
• Proven ability to close high-value clients through a consultative approach
• Competitive, motivated, and goal-oriented with strong communication skills

Nice To Haves

• Series 6, 7, 63, or 65 licenses (Preferred)

Responsibilities

• Conduct consultative sales calls focused on annuities, income strategies, and wealth preservation.
• Partner with our Medicare sales team to identify and close annuity opportunities with existing clients.
• Customize retirement income and asset protection plans to fit each client’s goals.
• Guide clients through every step of the application, underwriting, and closing process.
• Stay current on annuity products, carrier updates, and industry trends.
• Achieve and exceed monthly sales performance goals in a high-volume environment.

Benefits

• 401(k) with 3.5% company match after one year
• Generous PTO, paid holidays, and incentive days
• Full Medical, Dental, Vision, Life, and Disability coverage
• On-site gym with basketball courts and group fitness classes
• Massage chair lounge for relaxation between calls
• On-site café with fresh breakfast and lunch prepared by in-house chefs
• Modern, collaborative office environment with growth opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 11-50 employees