Senior Wealth Advisor – Annuities & Retirement
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Job Location:
Monthly Salary:
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Description
Senior Wealth Advisor Annuities & Retirement (Warm Leads Provided)
Location: On-Site Tampa FL
Compensation: Base Salary Uncapped Bonuses (Top performers earn $250000)
Licensing Required: Active Florida 2-15 (Series licenses a plus)
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 specialize in Medicare life insurance annuities and retirement solutions for clients nationwide.
We are a growth-driven high-performance organization that invests heavily in marketing technology and training so our advisors can focus on what matters most: advising clients and closing business.
WHY THIS ROLE IS DIFFERENT
This is not a cold-calling financial advisor role.
Daily warm inbound leads provided (no prospecting required)
Strong base salary uncapped bonuses
High annuity and life insurance volume from an existing Medicare client base
On-site collaboration with Medicare Sales Marketing and Support teams
Proven sales processes advanced tech stack and leadership support
WHAT YOULL DO
Conduct consultative client appointments focused on annuities life insurance and retirement strategies
Partner with Medicare Sales Agents to identify advanced planning opportunities
Present compliant customized financial solutions
Manage applications underwriting and suitability
Maintain carrier and product knowledge
WHAT WERE LOOKING FOR
Required:
Active Florida 2-15 license
Preferred:
Series 6 7 63 or 65
Experience & Traits:
Background in annuities life insurance or retirement planning
Proven consultative sales and closing ability
Comfortable in a high-volume warm-lead environment
Strong communication and organizational skills
Competitive motivated and team-oriented
COMPENSATION & BENEFITS
Competitive base salary
Uncapped bonuses
Medical Dental Vision Life and Disability insurance
401(k) with 3.5% company match after one year
Generous PTO paid holidays
On-site gym café and modern office environment
Required Experience:
Senior IC
Key Skills
- Computer Hardware
- Loan Processing
- Sales Experience
- Continuous Integration
- Iis
- Risk Management
- Banking
- Strategic Planning
- Curriculum Development
- Administrative Experience
- Program Design
- negotiation
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
