Wealth Advisor – Life & Annuities
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Department:
Job Summary
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
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
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
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
