Wealth Advisor - Life & Annuities

Description

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 youre 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.

What Youll Do

• 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

What Were Looking For

• Active Florida 2-15 license (Required)

• Series 6 7 63 or 65 (Preferred)

• 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 egoteam-first mindset

• Strong communicator who can simplify complex financial concepts

• Someone who follows process stays organized and embraces accountability

Compensation & Benefits

Compensation

• Competitive base salary

• Uncapped performance bonuses (top performers exceed $250000)

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

Required Experience:

Unclear Seniority