Senior Financial Advisor
Senior Financial Advisor
Posted on :
14-08-2025
Employer Active
1 Vacancy
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Job Description
Description
Senior Financial Advisor
At Elite Insurance Partners were not just in the insurance business were in the business of helping people protect what matters most and secure their financial future. As a nationally recognized brokerage partnered with over 30 top-rated carriers we deliver personalized values-driven solutions that change lives.
Ranked among the Top Insurance Workplaces in Tampa we pride ourselves on our winning culture growth opportunities and sales-driven success.
Were expanding and looking for a Senior Financial Advisor with proven sales expertise in annuities life insurance and retirement planning. This is a high-impact high-reward role for someone who is goal-oriented competitive and motivated to exceed targets.
What Youll Do
As our Senior Financial Advisor youll combine financial expertise with sales drive to create solutions that protect wealth and build long-term client relationships.
Your role will include:
- Partnering with Medicare Sales Agents to identify high-intent qualified prospects for advanced financial solutions
- Conducting high-impact sales consultations on annuities life insurance and retirement planning strategies
- Assessing client needs and recommending customized wealth-preserving solutions
- Guiding clients through the application and underwriting process with precision and compliance
- Staying ahead of industry trends product changes and competitive offerings to close more business
What Were Looking For
- Required: Active Florida 2-15 Life Health & Annuities License
- Preferred: Series 6 7 63 or 65 licenses
- Proven track record in sales with measurable results in insurance annuities wealth management or financial planning
- Strong closing skills with a consultative client-first approach
- Exceptional communication and relationship-building abilities
- Competitive self-motivated and driven to achieve top-performer status
Why Join EIP
Here your sales performance is rewarded and so is your personal well-being.
Earning Potential & Rewards:
- Base Salary: $120000$150000 uncapped performance-based bonuses
- 401(k) with 3.5% company match after one year
- Generous PTO paid holidays incentive days
Benefits & Perks:
- Full medical dental vision life and disability coverage
- Onsite Gym with basketball courts & group fitness classes
- Massage Chair Lounge to recharge between meetings
- Onsite Caf with fresh breakfast & lunch from in-house chefs
Required Experience:
Senior IC
Employment Type
Full-Time
Department / Functional Area
Key Skills
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