Financial Solutions Specialist
Financial Solutions Specialist
Posted on :
17-03-2025
Employer Active
1 Vacancy
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Job Description
Description
Elite Insurance Partners (EIP) is a premier Medicare brokerage dedicated to helping individuals make wellinformed healthcare and financial decisions. Representing over 30 toprated insurance carriers nationwide we provide tailored solutions to meet our clients unique needs. Recognized as one of the best insurance brokerages in Tampa EIP fosters a culture of excellence teamwork and innovation.
About the Role:
We are seeking a Medicare Financial Advisor to partner with our Medicare sales agents in identifying clients who may benefit from wealthpreserving financial solutions. This role involves educating clients on annuities and single premium whole life insurance ensuring they have the financial security they need in retirement.
Key Responsibilities:
- Collaborate with Medicare agents to identify clients who may benefit from annuities and single premium whole life insurance.
- Educate clients on financial solutions that complement their Medicare coverage and retirement goals.
- Assess client financial situations and recommend suitable wealthpreserving products.
- Facilitate the application process while ensuring compliance with financial regulations.
- Maintain strong relationships with insurance carriers and stay updated on product offerings.
- Provide ongoing training and support to Medicare agents on financial product solutions.
- Work closely with internal teams to optimize the client experience and sales process.
Qualifications:
- Active 215 Florida Life/Health/Annuities License
- Experience in insurance annuities or financial planning is preferred.
- Strong knowledge of Medicare and how it impacts financial planning.
- Excellent communication and consultative sales skills.
- Ability to explain complex financial concepts in a clear clientfriendly manner.
- Key Traits: Competitive spirit excellent communication skills resilience coachability and a positive attitude.
WorkLife Balance & Perks
- Competitive Salary: $120000$150000 (Salary with potential Bonus earnings)
- 401(k) with Match:Company match of up to 3.5 after one year.
- Paid Time Off:Generous PTO paid holidays and additional incentives.
- Health Insurance:Comprehensive benefits including medical dental vision life disability and more.
- Onsite Gym:Free membership with group fitness classes and a basketball court.
- Relaxation Room:Recharge with zerogravity massage chairs.
- Onsite Cafeteria:Enjoy freshly prepared breakfast and lunch options.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Department / Functional Area
Key Skills
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