Senior Wealth Advisor – Annuities & Retirement
About The Position
Senior Wealth Advisor – Annuities & Retirement (Warm Leads Provided) Location: On-Site | Tampa, FL Compensation: Base Salary + Uncapped Bonuses (Top performers earn $250,000+) Licensing Required: Active Florida 2-15 (Series licenses a plus) ABOUT ELITE INSURANCE PARTNERS (EIP) Elite Insurance Partners (EIP) is one of the Top 5 Medicare brokerages in the nation, headquartered in Tampa, FL. We specialize in Medicare, life insurance, annuities, and retirement solutions for clients nationwide. We are a growth-driven, high-performance organization that invests heavily in marketing, technology, and training, so our advisors can focus on what matters most: advising clients and closing business. WHY THIS ROLE IS DIFFERENT This is not a cold-calling financial advisor role. • Daily warm, inbound leads provided (no prospecting required) • Strong base salary + uncapped bonuses • High annuity and life insurance volume from an existing Medicare client base • On-site collaboration with Medicare Sales, Marketing, and Support teams • Proven sales processes, advanced tech stack, and leadership support WHAT YOU’LL DO • Conduct consultative client appointments focused on annuities, life insurance, and retirement strategies • Partner with Medicare Sales Agents to identify advanced planning opportunities • Present compliant, customized financial solutions • Manage applications, underwriting, and suitability • Maintain carrier and product knowledge
Requirements
- Active Florida 2-15 license
- Background in annuities, life insurance, or retirement planning
- Proven consultative sales and closing ability
- Comfortable in a high-volume warm-lead environment
- Strong communication and organizational skills
- Competitive, motivated, and team-oriented
Nice To Haves
- Series 6, 7, 63, or 65
Responsibilities
- Conduct consultative client appointments focused on annuities, life insurance, and retirement strategies
- Partner with Medicare Sales Agents to identify advanced planning opportunities
- Present compliant, customized financial solutions
- Manage applications, underwriting, and suitability
- Maintain carrier and product knowledge
Benefits
- Competitive base salary
- Uncapped bonuses
- Medical, Dental, Vision, Life, and Disability insurance
- 401(k) with 3.5% company match after one year
- Generous PTO + paid holidays
- On-site gym, café, and modern office environment
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
