Annuity Sales Advisor

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profile Job Location:

Tampa, FL - USA

profile Monthly Salary: Not Disclosed
Posted on: 28 days ago
Vacancies: 1 Vacancy

Department:

Sales

Job Summary

Description

Annuity Sales Advisor Warm Leads Provided (No Cold Calling)

Location: On-Site Tampa FL
Compensation: Base Salary Uncapped Bonuses (Top Performers $250k)
Required License: Active Florida 2-15 (Life Health & Annuities)
Preferred: Series 6 7 63 or 65

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. We help families protect their financial future through annuities life insurance and retirement income planning.
We are a fast-paced team-oriented sales-driven organization recognized as a national Top Workplace for innovation growth and employee success.

Why This Role Is Different

This is a high-impact annuity sales role with warm pre-qualified leads not a role where youre expected to cold call or hunt for clients.

What makes this opportunity stand out:

  • Warm leads only no cold calling or prospecting
  • Access to clients already working with our Medicare division
  • A structured process designed to help you close more faster
  • Strong base salary uncapped bonuses
  • Leadership and training that support top performers
If you are motivated competitive and strong in consultative sales you will thrive here.

What Youll Do

  • Conduct consultative sales appointments focused on annuities retirement income strategies and wealth preservation
  • Partner closely with Medicare Agents to identify annuity opportunities with warm existing clients
  • Customize retirement income and asset protection plans
  • Guide clients through applications underwriting and closing
  • Stay current on carrier products and industry trends
  • Meet and exceed monthly sales goals in a high-volume environment

What Were Looking For

We want someone who is not only experienced butsales-driven competitive coachable and high-integrity.
  • Active Florida 2-15 license (Required)
  • Series 6 7 63 or 65 license (Preferred)
  • 3 years of successful annuity life insurance wealth management or retirement planning sales
  • High-volume call center or inside sales background strongly preferred
  • Proven ability to close high-value cases with a consultative client-first approach
  • Competitive motivated and goal-oriented
  • Strong communicator who follows process stays organized and embraces accountability
  • Coachable professional and comfortable working in a fast-paced environment

Compensation & Benefits

Compensation

  • Competitive base salary
  • Uncapped bonuses (top performers exceed $250k)
  • Major growth opportunity as the wealth division expands

Benefits

  • Full Medical Dental Vision Life & Disability
  • 401(k) with 3.5% company match after one year
  • PTO paid holidays and incentive days
  • On-site gym & basketball courts
  • Massage chair lounge
  • On-site café with fresh breakfast and lunch
  • Modern collaborative office environment

Required Experience:

Unclear Seniority

DescriptionAnnuity Sales Advisor Warm Leads Provided (No Cold Calling)Location: On-Site Tampa FLCompensation: Base Salary Uncapped Bonuses (Top Performers $250k)Required License: Active Florida 2-15 (Life Health & Annuities)Preferred: Series 6 7 63 or 65About Elite Insurance Partners (EIP)Elite I...
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Key Skills

  • Sales Experience
  • Presentation Skills
  • SAAS
  • Customer Service
  • Google Docs
  • Organizational skills
  • Growing Experience
  • Communication skills
  • Retail Sales
  • Enterprise Sales
  • Medicare
  • Lead Generation

About Company

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Team EIP's Philosophy Education and transparency are crucial elements when it comes to selecting health care coverage. At Elite Insurance Partners, we treat our employees and clients like family. Learn More OFFICE HOURS

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