Wealth Advisor Annuities

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

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.

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 you’re 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.

• 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

• 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 ego, team‑first mindset
• Strong communicator who can simplify complex financial concepts
• Someone who follows process, stays organized, and embraces accountability

• Competitive base salary
• Uncapped performance bonuses (top performers exceed $250,000)

• 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