Senior Retirement Income Advisor (Annuities Focus)
About The Position
Senior Retirement Income Advisor (Annuities Focus) 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. For over a decade, we’ve helped 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. Our advisors are supported by strong leadership, in-house lead generation, and a proven sales infrastructure, allowing them to focus on what they do best: serving clients and closing business. WHY THIS ROLE IS DIFFERENT This is not a cold-calling annuity role and not a book-building advisory position. ✔ Warm, pre-qualified leads only: no prospecting required ✔ Direct access to existing Medicare clients who already trust our brand ✔ Structured, compliant retirement income sales process ✔ Base salary + uncapped bonus opportunity ✔ Strong leadership, training, and marketing support This role is ideal for an experienced advisor who wants stability, volume, and upside, without spending nights and weekends prospecting.
Requirements
- Active Florida 2-15 license (Life, Health & Annuities)
- 3+ years of experience in annuities, life insurance, or retirement income sales
- Background in inside sales, phone-based advising, or call-center environments strongly preferred
- Proven ability to close consultatively, not transactional selling
- Comfortable working in a goal-driven, KPI-tracked environment
- Competitive, motivated, and accountable
- Organized, process-driven, and professional
Nice To Haves
- FINRA licenses (Series 6, 7, 63, and/or 65)
- Background in inside sales, phone-based advising, or call-center environments strongly preferred
Responsibilities
- Conduct consultative retirement income conversations focused on annuities and protection strategies
- Work closely with EIP’s Medicare team to convert qualified retirement opportunities
- Present client-aligned, compliant annuity and insurance solutions
- Own the relationship from initial conversation through application and funding
- Navigate underwriting, carrier requirements, and follow-up with confidence
- Maintain strong product, carrier, and compliance knowledge
- 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
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
