Wealth Advisor – Life & Annuities at Elite Insurance Partners

DescriptionWealth Advisor Life & Annuities- Warm Leads ProvidedLocation: On-Site Tampa FLCompensation: Competitive base salary performance bonuses (top performers exceed $250k)License Required: Active Florida 2-15About Elite Insurance Partners (EIP)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.Why This Role Is DifferentThis 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 casesIf youre 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.What Youll DoConduct consultative appointments focused on annuities life insurance and retirement strategiesPartner with Medicare Sales Agents to identify advanced planning opportunitiesPresent customized wealth-preserving and income-generating solutionsGuide clients through applications underwriting and suitability requirementsStay current on carrier products rates and market trendsWhat Were Looking ForActive Florida 2-15 license (Required)Series 6 7 63 or 65 (Preferred)Proven ability to sell close and manage a consultative sales processExperience in annuities life insurance wealth management or financial planningCompetitive motivated and goal-focusedHigh integrity and low egoteam-first mindsetStrong communicator who can simplify complex financial conceptsSomeone who follows process stays organized and embraces accountabilityCompensation & BenefitsCompensationCompetitive base salaryUncapped performance bonuses (top performers exceed $250000)BenefitsFull Medical Dental Vision Life and Disability coverage401(k) with 3.5% company match after one yearGenerous PTO paid holidaysOn-site gym with basketball courts & group classesMassage chair loungeOn-site café with fresh breakfast and lunchModern collaborative workspaceRequired Experience:Unclear Seniority Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills Employment Type : Full-Time Department / Functional Area: Sales Experience: years Vacancy: 1