Elite Insurance Partners · 4 weeks ago
Annuity Sales Advisor
Tampa, Florida
Full-time
Onsite
Mid, Senior Level
3+ years expElite Insurance Partners (EIP) is one of the Top 5 Medicare and Life Insurance brokerages in the U.S., headquartered in Tampa, FL. They are seeking an Annuity Sales Advisor to conduct consultative sales focused on annuities and retirement income strategies, leveraging warm leads provided by the company.
Health InsuranceInsuranceLife Insurance
Responsibilities
Conduct consultative sales appointments focused on annuities, retirement income strategies, and wealth preservation
Partner closely with Medicare Agents to identify annuity opportunities with warm, existing clients
Customize retirement income and asset protection plans
Guide clients through applications, underwriting, and closing
Stay current on carrier products and industry trends
Meet and exceed monthly sales goals in a high-volume environment
Qualification
Required
Active Florida 2-15 (Life, Health & Annuities) license
3+ years of successful annuity, life insurance, wealth management, or retirement planning sales
Proven ability to close high-value cases with a consultative, client-first approach
Competitive, motivated, and goal-oriented
Strong communicator who follows process, stays organized, and embraces accountability
Coachable, professional, and comfortable working in a fast-paced environment
Preferred
Series 6, 7, 63, or 65 license
High-volume call center or inside sales background strongly preferred
Benefits
Full Medical, Dental, Vision, Life & Disability
401(k) with 3.5% company match after one year
PTO, paid holidays, and incentive days
On-site gym & basketball courts
Massage chair lounge
On-site café with fresh breakfast and lunch
Company
Elite Insurance Partners
Elite Insurance Partners provide life, health, and medicare insurance services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jagger Esch
Founder & CEO
Company data provided by crunchbase