What are the responsibilities and job description for the Annuity Sales Advisor position at Elite Insurance Partners?
Annuity Sales Advisor – Warm Leads Provided (No Cold Calling)
Location: On-Site | Tampa, FL
Compensation: Base Salary Uncapped Bonuses (Top Performers $250k )
Required License: Active Florida 2-15 (Life, Health & Annuities)
Preferred: Series 6, 7, 63, or 65
Compensation: Base Salary Uncapped Bonuses (Top Performers $250k )
Required License: Active Florida 2-15 (Life, Health & Annuities)
Preferred: Series 6, 7, 63, or 65
About Elite Insurance Partners (EIP)
Elite Insurance Partners (EIP) is one of the Top 5 Medicare and Life Insurance brokerages in the U.S., headquartered in Tampa, FL. We help families protect their financial future through annuities, life insurance, and retirement income planning.
We are a fast-paced, team-oriented, sales-driven organization recognized as a national Top Workplace for innovation, growth, and employee success.
Why This Role Is Different
This is a high-impact annuity sales role with warm, pre-qualified leads, not a role where you’re expected to cold call or hunt for clients.
What makes this opportunity stand out:
- Warm leads only, no cold calling or prospecting
- Access to clients already working with our Medicare division
- A structured process designed to help you close more, faster
- Strong base salary uncapped bonuses
- Leadership and training that support top performers
If you are motivated, competitive, and strong in consultative sales, you will thrive here.
What You’ll Do
- 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
What We’re Looking For
We want someone who is not only experienced, but sales-driven, competitive, coachable, and high-integrity.
- Active Florida 2-15 license (Required)
- Series 6, 7, 63, or 65 license (Preferred)
- 3 years of successful annuity, life insurance, wealth management, or retirement planning sales
- High-volume call center or inside sales background strongly preferred
- 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
Compensation & Benefits
Compensation
- Competitive base salary
- Uncapped bonuses (top performers exceed $250k)
- Major growth opportunity as the wealth division expands
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
Modern, collaborative office environment
Salary : $250