Description Senior Wealth AdvisorCompany: Elite Insurance Partners (EIP)
Location: Tampa, FL
Employment Type: Full-Time
Compensation: Competitive Base Salary + Uncapped Performance Bonuses $300K+ Earning Potential
What You'll Do- Consult with clients to understand their financial goals, retirement needs, and long-term objectives.
- Recommend appropriate annuity and retirement income solutions tailored to individual client circumstances.
- Manage company-provided leads and referrals from initial consultation through application and closing.
- Build long-term client relationships through exceptional service, education, and consistent follow-up.
- Collaborate with internal teams to identify additional opportunities within EIP's established client base.
- Maintain accurate client documentation and adhere to applicable industry regulations and compliance requirements.
- Meet and exceed individual performance goals while supporting the continued growth of the Wealth division.
What We're Looking For- Active Florida 2-15 Life, Health & Variable Annuity License.
- FINRA Series licenses (Series 6, 7, 63, or 65) strongly preferred, as applicable to the position.
- Proven experience in annuity sales, retirement planning, wealth management, or related financial services.
- Demonstrated success in consultative selling, relationship management, and closing high-value transactions.
- Strong knowledge of annuity products, retirement income strategies, and financial solutions.
- Exceptional communication and interpersonal skills with the ability to build trust and explain complex products clearly.
- Self-motivated, accountable, and comfortable working in a goal-oriented, performance-driven environment.
- Strong professional ethics and a commitment to client-focused recommendations.
