Senior Wealth Advisor

Senior Wealth Advisor

Company: Elite Insurance Partners (EIP)
Location: Tampa, FL
Employment Type: Full-Time
Compensation: Competitive Base Salary + Uncapped Performance Bonuses | $300K+ Earning Potential

About the Opportunity

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

This is an opportunity for an accomplished financial services professional who specializes in retirement income strategies, annuity solutions, and helping clients achieve long-term financial security.

Unlike traditional advisory roles that require building a book of business from scratch, EIP provides an established client network, company-generated opportunities, and the operational support needed to focus on what matters most: advising clients, building meaningful relationships, and driving results.

With competitive base compensation, uncapped performance incentives, and the opportunity to contribute to a growing division, EIP offers an environment where experienced advisors can thrive.

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.

Why Join Elite Insurance Partners?

We believe top performers deserve the tools, support, and opportunities to reach their full potential. At EIP, you'll benefit from:

• Exceptional Earning Potential: Competitive base salary plus uncapped performance bonuses, with $300K+ annual earning potential for high-performing advisors.

• Company-Provided Leads: Access to an established client network and qualified opportunities without the pressure of cold calling or independently building a book of business.

• Growth & Career Opportunity: Play a meaningful role in expanding EIP's Wealth division within a growing, technology-forward organization.

• 401(k) With Company Match: Invest in your future with an employer-supported retirement savings plan.

• On-Site Gym Membership: Enjoy access to our fitness center right at our Tampa headquarters.

• Comprehensive Health Benefits: Medical, dental, and vision insurance, along with additional available coverage options.

• Paid Time Off & Holidays: Take advantage of PTO and company-observed holidays.

• Workplace Perks: Enjoy Starbucks coffee, modern office amenities, and a collaborative, high-energy environment.