Senior Retirement Advisor; Annuities Focus

Senior Retirement Income Advisor (Annuities Focus)

Location: On-Site | Tampa, FL
Compensation: Base Salary + Uncapped Bonuses (Top performers earn $250,000+)
Licensing

Required:

Active Florida 2-15 (Life, Health & Annuities)

Elite Insurance Partners (EIP) is one of the Top 5 Medicare and Life Insurance brokerages in the U.S., headquartered in Tampa, FL. For over a decade, we’ve helped clients protect their financial future through annuities, life insurance, and retirement income strategies.

We are a high-performance, sales-driven organization recognized nationally for innovation, growth, and advisor success. Our advisors are supported by strong leadership, in-house lead generation, and a proven sales infrastructure, allowing them to focus on what they do best: serving clients and closing business.

This is not a cold-calling annuity role and not a book-building advisory position.

• Warm, pre-qualified leads only: no prospecting required
• Direct access to existing Medicare clients who already trust our brand
• Structured, compliant retirement income sales process
• Base salary + uncapped bonus opportunity
• Strong leadership, training, and marketing support

This role is ideal for an experienced advisor who wants stability, volume, and upside, without spending nights and weekends prospecting.

• Conduct consultative retirement income conversations focused on annuities and protection strategies
• Work closely with EIP’s Medicare team to convert qualified retirement opportunities
• Present client-aligned, compliant annuity and insurance solutions
• Own the relationship from initial conversation through application and funding
• Navigate underwriting, carrier requirements, and follow-up with confidence
• Maintain strong product, carrier, and compliance knowledge
• Consistently meet and exceed monthly production goals

• Active Florida 2-15 license (Life, Health & Annuities)

• FINRA licenses (Series 6, 7, 63, and/or 65)

• 3+ years of experience in annuities, life insurance, or retirement income sales
• Background in inside sales, phone-based advising, or call-center environments strongly preferred
• Proven ability to close consultatively, not transactional selling
• Comfortable working in a goal-driven, KPI-tracked environment
• Competitive, motivated, and accountable
• Organized, process-driven, and professional

• Competitive base salary
• Uncapped performance bonuses (top performers earn $250,000+)
• Medical, Dental, Vision, Life & Disability Insurance
• 401(k) with 3.5% company match after one year
• Paid Time Off, paid holidays, and incentive days
• On-site gym & basketball courts
• Massage chair lounge
• On-site café with fresh breakfast and lunch