Senior Financial Advisor presso Elite Insurance Partners
Elite Insurance Partners · Tampa, Stati Uniti d'America · Onsite
- Senior
- Ufficio in Tampa
Senior Financial Advisor – Life & Annuities (Warm Leads | No Cold Calling)
Compensation: Base Salary $120,000 – $150,000 + Uncapped Bonuses
Company: Elite Insurance Partners (EIP)
About Elite Insurance Partners (EIP)
Why Join EIP
At EIP, you will have access to high-quality, pre-qualified leads provided through our internal marketing and Medicare sales teams—meaning no cold calling and no prospecting.
Responsibilities
- Conduct consultative sales appointments focused on annuities, life insurance, and retirement planning strategies
- Partner with Medicare Sales Agents to identify and close advanced financial opportunities
- Customize wealth-preserving and income-generating solutions for clients
- Guide clients through the application and underwriting process with precision and compliance
- Stay informed on carrier updates, products, and market trends to maintain a competitive advantage
Qualifications
- Active Florida 2-15 Life, Health & Annuities License (Required)
- Series 6, 7, 63, or 65 licenses (Preferred)
- Proven success in life insurance, annuities, financial planning, or wealth management sales
- Strong closer with a client-first, consultative approach
- Motivated, competitive, and goal-oriented
Compensation and Benefits
- Base Salary: $120,000 – $150,000
- Uncapped performance-based bonuses
- 401(k) with 3.5% company match after one year
- Generous PTO, paid holidays, and incentive days
- Full Medical, Dental, Vision, Life, and Disability coverage
- On-site gym with basketball courts and group fitness classes
- Massage chair lounge for relaxation between meetings
- On-site café with fresh breakfast and lunch prepared by in-house chefs
- Modern, collaborative office environment