Senior Wealth Advisor

Elite Insurance Partners (EIP) is seeking an experienced, results-driven Senior Wealth Advisor to join our growing Wealth division in Tampa, Florida.

This is an opportunity for an accomplished financial services professional with a demonstrated track record in annuity production, retirement income strategies, and consultative sales.

Unlike traditional advisory roles that require building a book of business from scratch, EIP provides access to an established client network, company-generated opportunities, and warm referrals from our existing Medicare and life insurance business. This allows you to focus on advising clients, developing relationships, and closing business rather than spending your time cold calling, purchasing leads, or independently generating prospects.

• →Advise clients on retirement solutions: Understand clients' financial goals, retirement needs, risk considerations, and long-term objectives to recommend appropriate annuity and retirement income strategies.
• →Drive annuity production: Manage qualified opportunities from initial consultation through application, submission, and closing while maintaining a strong focus on production and conversion.
• →Manage company-generated opportunities: Work with warm leads and referrals from EIP's established Medicare and life insurance client base, building on existing client relationships to identify appropriate Wealth solutions.
• →Own the client relationship: Provide clear, consultative guidance and consistent follow-up throughout the sales process, helping clients understand their options and make informed decisions.
• →Manage the full sales cycle: Maintain organized pipelines, follow up on outstanding cases, and ensure timely progression of opportunities through the application and placement process.
• →Collaborate across the organization: Partner with internal teams to identify opportunities to serve existing clients and contribute to the continued growth of EIP's Wealth division.
• →Deliver measurable results: Meet established production and performance expectations while maintaining high standards of professionalism, client service, and ethical conduct.

• Active Florida 2-15 Life, Health & Variable Annuity License required.
• Demonstrated annuity production experience, with a track record of generating business, closing cases, and delivering measurable sales results.
• Experience in annuity sales, retirement planning, wealth management, or a closely related financial services role.
• Strong understanding of annuity products, retirement income strategies, and suitability considerations.
• Ability to articulate prior production results, including annuity premium volume, case count, average case size, and overall sales performance.
• Self-motivated, accountable, and comfortable working in a performance-driven environment with defined production goals.

• High professional and ethical standards, with a commitment to client-focused recommendations and regulatory compliance.

• Relevant FINRA registrations, such as Series 6 or Series 7, and applicable Series 63, 65, or 66 registrations, preferred based on the scope of the position. Candidates must maintain the registrations and credentials required for their assigned responsibilities.