Senior Wealth Advisor

Elite Insurance Partners • Tampa, FL

6d • $300,000 • Hybrid

About The Position

Elite Insurance Partners (EIP) is seeking an experienced, results-driven Senior Wealth Advisor for its Wealth division in Tampa, Florida. The role focuses on annuity production, retirement income strategies, and consultative sales. EIP provides access to an established client network, company-generated opportunities, and warm referrals from its Medicare and life insurance business, allowing the advisor to focus on advising clients, building relationships, and closing business rather than cold calling, purchasing leads, or independently generating prospects.

The advisor will assess clients’ financial goals, retirement needs, risk considerations, and long-term objectives; recommend appropriate annuity and retirement income strategies; and manage qualified opportunities from initial consultation through application, submission, and closing. The role includes owning client relationships, providing clear guidance and follow-up, managing the full sales pipeline, collaborating with internal teams, and meeting production and performance expectations while maintaining professionalism, client service, ethical conduct, and regulatory compliance.

This is a full-time, hybrid position based in Tampa, Florida. Compensation includes a competitive base salary and uncapped performance-based incentives, with $300K+ annual earning potential for high-performing advisors.

Requirements

• Active Florida 2-15 Life, Health & Variable Annuity License.
• Demonstrated annuity production experience, including a track record of generating business, closing cases, and delivering measurable sales results.
• Experience in annuity sales, retirement planning, wealth management, or a closely related financial services role.
• Strong understanding of annuity products, retirement income strategies, and suitability considerations.
• Ability to articulate prior production results, including annuity premium volume, case count, average case size, and overall sales performance.
• Self-motivated and accountable, and comfortable working in a performance-driven environment with defined production goals.
• High professional and ethical standards, with a commitment to client-focused recommendations and regulatory compliance.
• Maintain the registrations and credentials required for assigned responsibilities.

Nice To Haves

• Relevant FINRA registrations, such as Series 6 or Series 7, and applicable Series 63, 65, or 66 registrations, preferred based on the scope of the position.

Responsibilities

• Assess clients’ financial goals, retirement needs, risk considerations, and long-term objectives to recommend suitable annuity and retirement income strategies.
• Manage qualified opportunities from initial consultation through application, submission, and closing, with a focus on production and conversion.
• Work warm leads and referrals from EIP’s established Medicare and life insurance client base to identify appropriate Wealth solutions.
• Own client relationships by providing consultative guidance and consistent follow-up throughout the sales process.
• Manage the full sales cycle, maintain organized pipelines, follow up on outstanding cases, and ensure timely progression through application and placement.
• Collaborate with internal teams to identify opportunities to serve existing clients and help grow EIP’s Wealth division.
• Meet established production and performance expectations while maintaining professionalism, high-quality client service, ethical conduct, and regulatory compliance.

Benefits

• 401(k) with company match.
• Medical, dental, and vision insurance, along with additional available coverage options.
• Paid time off and company-observed holidays.
• Access to Tampa headquarters amenities, including an on-site fitness center, Starbucks coffee, and collaborative office spaces.
• Hybrid schedule with flexibility to work from home and collaborate with the team in the Tampa office.
• Competitive base salary plus uncapped performance-based incentives; $300K+ annual earning potential for high-performing advisors.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed