Elite Insurance Partners, LLC.
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
About 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 Different 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.
What You’ll Do
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
What We’re Looking For
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
Compensation & Benefits Compensation
Competitive base salary
Uncapped performance bonuses (top performers exceed $250,000)
Benefits
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
#J-18808-Ljbffr
On-Site | Tampa, FL
Compensation:
Competitive base salary + performance bonuses (top performers exceed $250k+)
License Required:
Active Florida 2-15
About 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 Different 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.
What You’ll Do
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
What We’re Looking For
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
Compensation & Benefits Compensation
Competitive base salary
Uncapped performance bonuses (top performers exceed $250,000)
Benefits
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
#J-18808-Ljbffr