EI
Senior Wealth Advisor – Annuities & Retirement
full-time•Tampa
About this role
Senior Wealth Advisor – Annuities & Retirement (Warm Leads Provided)
Location: On-Site | Tampa, FL
Compensation: Base Salary + Uncapped Bonuses (Top performers earn $250,000+)
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 YOU’LL 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 WE’RE 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
What you'll do
- Conduct consultative client appointments focused on annuities, life insurance, and retirement strategies. Partner with Medicare Sales Agents to identify advanced planning opportunities and present compliant, customized financial solutions.
About Elite Insurance Partners
Elite Insurance Partners (EIP) is a premier insurance brokerage representing over 30 carriers nationwide. Our expertise spans across a wide array of insurance products including Medicare, Life, Health, Dental, Vision, Cancer, Heart Attack, Stroke, Accident, Long/Short Term Care, and Disability insurance.
At EIP, we serve clients regardless of their location, ensuring that every individual can make well-informed decisions about their insurance needs. Our dedicated team of licensed agents, renowned as some of the best in the industry, provides personalized service to help clients navigate their insurance options and find the perfect plans for their unique requirements and budgets.
Ranked among the top brokerages in the country, EIP has upheld a simple yet powerful mission since our inception in 2014: to educate and empower our clients with the knowledge to choose the best insurance solutions tailored to their needs.
Ready to join Elite Insurance Partners?
Take the next step in your career journey
Frequently Asked Questions
What does a Senior Wealth Advisor – Annuities & Retirement do at Elite Insurance Partners?
As a Senior Wealth Advisor – Annuities & Retirement at Elite Insurance Partners, you will: conduct consultative client appointments focused on annuities, life insurance, and retirement strategies. Partner with Medicare Sales Agents to identify advanced planning opportunities and present compliant, customized financial solutions..
Is the Senior Wealth Advisor – Annuities & Retirement position at Elite Insurance Partners remote?
The Senior Wealth Advisor – Annuities & Retirement position at Elite Insurance Partners is based in Tampa, Florida, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Senior Wealth Advisor – Annuities & Retirement position at Elite Insurance Partners?
You can apply for the Senior Wealth Advisor – Annuities & Retirement position at Elite Insurance Partners directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.