Financial Advisor - Annuities Focus
Elite Insurance Partners
About this role
Elite Insurance Partners is seeking a licensed Financial Advisor to work with pre-qualified Medicare clients focusing on retirement income and annuities. The role involves providing consultative advice, presenting strategy options, and managing client relationships within a structured, compliant process. It offers a competitive base salary with uncapped bonuses and a supportive, technology-driven environment.
Skills
About Elite Insurance Partners
eliteinsurancepartners.comElite Insurance Partners is an independent insurance agency that helps individuals and families navigate Medicare (including Medicare Supplement and Part D), life, health, dental, and vision coverage. The firm emphasizes education and transparency, positioning itself as a trusted advisor that treats clients and employees like family. They provide personalized plan comparisons, enrollment assistance, and wealth-protection solutions to help clients choose the right healthcare and financial coverage. Elite frames itself as a customer-focused partner offering local office support and ongoing guidance.
About Elite Insurance Partners
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Elite Insurance Partners.
Salary
$50k – $250k
per year
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