Annuity Sales Advisor

7 days ago

Tampa, Florida, United States Elite Insurance Partners Full time $100,000 - $250,000 per year

Description
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 65About 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 & BenefitsCompensation
  • 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

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