Financial Solutions Specialist

Description

Elite Insurance Partners (EIP) is a premier Medicare brokerage dedicated to helping individuals make well-informed healthcare and financial decisions. Representing over 30 top-rated insurance carriers nationwide, we provide tailored solutions to meet our clients' unique needs. Recognized as one of the best insurance brokerages in Tampa, EIP fosters a culture of excellence, teamwork, and innovation.

About the Role:

We are seeking a Medicare Financial Advisor to partner with our Medicare sales agents in identifying clients who may benefit from wealth-preserving financial solutions. This role involves educating clients on annuities and single premium whole life insurance, ensuring they have the financial security they need in retirement.

Key Responsibilities:

• Collaborate with Medicare agents to identify clients who may benefit from annuities and single premium whole life insurance.
• Educate clients on financial solutions that complement their Medicare coverage and retirement goals.
• Assess client financial situations and recommend suitable wealth-preserving products.
• Facilitate the application process while ensuring compliance with financial regulations.
• Maintain strong relationships with insurance carriers and stay updated on product offerings.
• Provide ongoing training and support to Medicare agents on financial product solutions.
• Work closely with internal teams to optimize the client experience and sales process.

Qualifications:

• Active 2-15 Florida Life/Health/Annuities License
• Experience in insurance, annuities, or financial planning is preferred.
• Strong knowledge of Medicare and how it impacts financial planning.
• Excellent communication and consultative sales skills.
• Ability to explain complex financial concepts in a clear, client-friendly manner.
• Key Traits: Competitive spirit, excellent communication skills, resilience, coachability, and a positive attitude.

Work-Life Balance & Perks

• Competitive Salary: $120,000-$150,000 (Salary with potential Bonus earnings)
• 401(k) with Match: Company match of up to 3.5% after one year.
• Paid Time Off: Generous PTO, paid holidays, and additional incentives.
• Health Insurance: Comprehensive benefits, including medical, dental, vision, life, disability, and more.
• Onsite Gym: Free membership with group fitness classes and a basketball court.
• Relaxation Room: Recharge with zero-gravity massage chairs.
• Onsite Cafeteria: Enjoy freshly prepared breakfast and lunch options.