Wealth Advisor – Life & Annuities
About The Position
Wealth Advisor – Life & Annuities- Warm Leads Provided Location: On-Site | Tampa, FL Compensation: Competitive base salary + performance bonuses (top performers exceed $250k+) License Required: Active Florida 2-15 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 help families protect their financial future with life insurance, annuities, and retirement planning solutions. Our culture is fast-paced, collaborative, and growth-driven. We invest heavily in technology, marketing, and training so our advisors can focus on what they do best, helping clients and closing business. EIP has been recognized as a Top Workplace for our innovation, leadership, and commitment to employee success. Why This Role Is Different This is not a typical Financial Advisor role. What makes EIP unique: High-quality warm leads provided daily No cold calling, no prospecting Strong base salary + uncapped bonuses On-site support from Medicare and marketing teams Advanced tech stack, training, and leadership support Massive opportunity to close annuities, life insurance, and retirement planning cases If you’re an experienced financial professional who wants a steady flow of qualified clients and a company that invests in your success, this is the place for you.
Requirements
- Active Florida 2-15 license (Required)
- Proven ability to sell, close, and manage a consultative sales process
- Experience in annuities, life insurance, wealth management, or financial planning
- Competitive, motivated, and goal-focused
- High integrity and low ego, team-first mindset
- Strong communicator who can simplify complex financial concepts
- Someone who follows process, stays organized, and embraces accountability
Nice To Haves
- Series 6, 7, 63, or 65 (Preferred)
Responsibilities
- Conduct consultative appointments focused on annuities, life insurance, and retirement strategies
- Partner with Medicare Sales Agents to identify advanced planning opportunities
- Present customized wealth-preserving and income-generating solutions
- Guide clients through applications, underwriting, and suitability requirements
- Stay current on carrier products, rates, and market trends
Benefits
- Full Medical, Dental, Vision, Life, and Disability coverage
- 401(k) with 3.5% company match after one year
- Generous PTO + paid holidays
- On-site gym with basketball courts & group classes
- Massage chair lounge
- On-site café with fresh breakfast and lunch
- Modern, collaborative workspace
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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
