Job Description
Job Description
Senior Financial Advisor – Life & Annuities (Warm Leads | No Cold Calling)
Location : On-Site | Tampa, FL
Compensation : Compensation : Salary + Uncapped Bonus (estimated 1st Year Total at $300,000+)
Company : Elite Insurance Partners (EIP)
About Elite Insurance Partners (EIP)
Elite Insurance Partners (EIP) is one of the Top 5 Medicare brokerages in the United States, headquartered in Tampa, Florida. We help families nationwide protect what matters most through life insurance, annuities, and retirement planning solutions.
Our mission is to make financial protection simple, personalized, and impactful. Our culture is fast-paced, growth-driven, and built around teamwork, technology, and results. EIP has been recognized as a Top Workplace for our culture, innovation, and commitment to employee success.
Why Join EIP
This is not a typical financial advisor position.
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.
We offer a competitive base salary, strong earning potential, and a collaborative environment where your success is supported by advanced tools, training, and leadership.
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
Compensation :
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
Benefits and Perks :
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
Why EIP is a Top Workplace
At EIP, success is built in. You’ll have warm leads, advanced technology, and a leadership team that truly invests in your growth. If you’re a driven financial professional ready to make an impact and build lasting wealth for your clients, apply today to join a company where performance is rewarded and potential has no ceiling.
Financial Advisor • Tampa, FL, US