Elite Insurance Partners · 4 weeks ago
Wealth Advisor – Life & Annuities
Tampa, Florida
Full-time
Onsite
Mid, Senior Level
$250K/yr - $250K/yrElite Insurance Partners (EIP) is one of the Top 5 Medicare brokerages in the nation, headquartered in Tampa, FL. They are seeking a Wealth Advisor to conduct consultative appointments focused on life insurance, annuities, and retirement strategies, while providing clients with customized wealth-preserving solutions.
Health InsuranceInsuranceLife Insurance
Responsibilities
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
Qualification
Required
Active Florida 2-15 license
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
Preferred
Series 6, 7, 63, or 65
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
Company
Elite Insurance Partners
Elite Insurance Partners provide life, health, and medicare insurance services.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jagger Esch
Founder & CEO
Company data provided by crunchbase