Hybrid Senior Financial Advisor bei Elite Insurance Partners
Elite Insurance Partners · Tampa, Vereinigte Staaten Von Amerika · Hybrid
- Professional
- Optionales Büro in Tampa
Senior Financial Advisor
At Elite Insurance Partners, we’re not just in the insurance business, we’re in the business of helping people protect what matters most and secure their financial future. As a nationally recognized brokerage partnered with over 30 top-rated carriers, we deliver personalized, values-driven solutions that change lives.
Ranked among the Top Insurance Workplaces in Tampa, we pride ourselves on our winning culture, growth opportunities, and sales-driven success.
We’re expanding and looking for a Senior Financial Advisor with proven sales expertise in annuities, life insurance, and retirement planning. This is a high-impact, high-reward role for someone who is goal-oriented, competitive, and motivated to exceed targets.
What You’ll Do
As our Senior Financial Advisor, you’ll combine financial expertise with sales drive to create solutions that protect wealth and build long-term client relationships.
Your role will include:
- Partnering with Medicare Sales Agents to identify high-intent, qualified prospects for advanced financial solutions
- Conducting high-impact sales consultations on annuities, life insurance, and retirement planning strategies
- Assessing client needs and recommending customized, wealth-preserving solutions
- Guiding clients through the application and underwriting process with precision and compliance
- Staying ahead of industry trends, product changes, and competitive offerings to close more business
What We’re Looking For
- Required: Active Florida 2-15 Life, Health & Annuities License
- Preferred: Series 6, 7, 63, or 65 licenses
- Proven track record in sales with measurable results in insurance, annuities, wealth management, or financial planning
- Strong closing skills with a consultative, client-first approach
- Exceptional communication and relationship-building abilities
- Competitive, self-motivated, and driven to achieve top-performer status
Why Join EIP?
Here, your sales performance is rewarded and so is your personal well-being.
Earning Potential & Rewards:
- Base Salary: $120,000–$150,000 + uncapped performance-based bonuses
- 401(k) with 3.5% company match after one year
- Generous PTO + paid holidays + incentive days
Benefits & Perks:
- Full medical, dental, vision, life, and disability coverage
- Onsite Gym with basketball courts & group fitness classes
- Massage Chair Lounge to recharge between meetings
- Onsite Café with fresh breakfast & lunch from in-house chefs
