Senior Wealth Advisor Annuities & Retirement

Company : Elite Insurance Partners

Job Type : Full Time

Tampa, Florida

Number of Applicants

000+

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Job Description - Senior Wealth Advisor Annuities & Retirement

Description

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

WHAT WE’RE LOOKING FOR

Required:

• Active Florida 2-15 license

Preferred:

• Series 6, 7, 63, or 65

Experience & Traits:

• 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

COMPENSATION & 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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Senior Wealth Advisor Annuities & Retirement

Job Description - Senior Wealth Advisor Annuities & Retirement

Description

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