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Senior Retirement Income Advisor (Annuities Focus)

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Job Description - Senior Retirement Income Advisor (Annuities Focus)


Description



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.

WHAT YOU’LL DO

  • 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

WHAT WE’RE LOOKING FOR

Required

  • Active Florida 2-15 license (Life, Health & Annuities)

Preferred

  • FINRA licenses (Series 6, 7, 63, and/or 65)

Experience & Traits

  • 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

COMPENSATION & 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


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