Senior Wealth Advisor
Department:
Job Summary
Company: Elite Insurance Partners (EIP)
Location: Tampa FL
Employment Type: Full-Time
Compensation: Competitive Base Salary Uncapped Performance Bonuses $300K Earning Potential
Elite Insurance Partners (EIP) is seeking an experienced results-driven Senior Wealth Advisor to join our growing Wealth division in Tampa FL.
This is an opportunity for an accomplished financial services professional who specializes in retirement income strategies annuity solutions and helping clients achieve long-term financial security.
Unlike traditional advisory roles that require building a book of business from scratch EIP provides an established client network company-generated opportunities and the operational support needed to focus on what matters most: advising clients building meaningful relationships and driving results.
With competitive base compensation uncapped performance incentives and the opportunity to contribute to a growing division EIP offers an environment where experienced advisors can thrive.
Consult with clients to understand their financial goals retirement needs and long-term objectives.
Recommend appropriate annuity and retirement income solutions tailored to individual client circumstances.
Manage company-provided leads and referrals from initial consultation through application and closing.
Build long-term client relationships through exceptional service education and consistent follow-up.
Collaborate with internal teams to identify additional opportunities within EIPs established client base.
Maintain accurate client documentation and adhere to applicable industry regulations and compliance requirements.
Meet and exceed individual performance goals while supporting the continued growth of the Wealth division.
Active Florida 2-15 Life Health & Variable Annuity License.
FINRA Series licenses (Series 6 7 63 or 65) strongly preferred as applicable to the position.
Proven experience in annuity sales retirement planning wealth management or related financial services.
Demonstrated success in consultative selling relationship management and closing high-value transactions.
Strong knowledge of annuity products retirement income strategies and financial solutions.
Exceptional communication and interpersonal skills with the ability to build trust and explain complex products clearly.
Self-motivated accountable and comfortable working in a goal-oriented performance-driven environment.
Strong professional ethics and a commitment to client-focused recommendations.
We believe top performers deserve the tools support and opportunities to reach their full potential. At EIP youll benefit from:
Exceptional Earning Potential: Competitive base salary plus uncapped performance bonuses with $300K annual earning potential for high-performing advisors.
Company-Provided Leads: Access to an established client network and qualified opportunities without the pressure of cold calling or independently building a book of business.
Growth & Career Opportunity: Play a meaningful role in expanding EIPs Wealth division within a growing technology-forward organization.
401(k) With Company Match: Invest in your future with an employer-supported retirement savings plan.
On-Site Gym Membership: Enjoy access to our fitness center right at our Tampa headquarters.
Comprehensive Health Benefits: Medical dental and vision insurance along with additional available coverage options.
Paid Time Off & Holidays: Take advantage of PTO and company-observed holidays.
Workplace Perks: Enjoy Starbucks coffee modern office amenities and a collaborative high-energy environment.
Required Experience:
Senior IC
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