What are the responsibilities and job description for the Senior Annuity Sales Advisor position at Elite Insurance Partners?
Senior Annuity Sales Advisor
Location: On-Site | Tampa, FL
Compensation: Salary Uncapped Bonus (estimated 1st Year Total at $300,000 )
Company: Elite Insurance Partners (EIP)
Compensation: Salary Uncapped Bonus (estimated 1st Year Total at $300,000 )
Company: 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, Florida.
We help families protect their financial future through life insurance, annuities, and retirement planning solutions. Our culture is fast-paced, sales-driven, and team-oriented, recognized nationally as a Top Workplace for innovation, growth, and employee success.
About the Role
We’re hiring a Senior Annuity Sales Advisor who is passionate about helping clients secure their retirement income and grow their wealth.
This is a sales-focused role designed for an experienced, licensed professional with a strong background in annuities, financial planning, or wealth management sales.
You’ll work on-site with access to high-quality, pre-qualified warm leads, meaning no cold calling, no prospecting, and no chasing dead leads.
What You’ll Do
- Conduct consultative sales calls focused on annuities, income strategies, and wealth preservation.
- Partner with our Medicare sales team to identify and close annuity opportunities with existing clients.
- Customize retirement income and asset protection plans to fit each client’s goals.
- Guide clients through every step of the application, underwriting, and closing process.
- Stay current on annuity products, carrier updates, and industry trends.
- Achieve and exceed monthly sales performance goals in a high-volume environment.
What We’re Looking For
- Active Florida 2-15 Life, Health & Annuities License (Required)
- Series 6, 7, 63, or 65 licenses (Preferred)
- 3 years of successful annuity or wealth-based sales experience
- Call center or inside sales experience required, high call volume background preferred
- Proven ability to close high-value clients through a consultative approach
- Competitive, motivated, and goal-oriented with strong communication skills
Benefits:
- 401(k) with 3.5% company match after one year
- Generous PTO, paid holidays, and incentive days
- Full Medical, Dental, Vision, Life, and Disability coverage
- On-site gym with basketball courts and group fitness classes
- Massage chair lounge for relaxation between calls
- On-site café with fresh breakfast and lunch prepared by in-house chefs
- Modern, collaborative office environment with growth opportunities
Why You’ll Love Working at EIP
- No cold calling or prospecting – all leads are warm and pre-qualified
- Top-tier training and technology to help you close faster and smarter
- A leadership team that rewards performance and promotes from within
- A culture that blends professionalism, teamwork, and high earnings potential
Salary : $300,000