Wealth & Annuity Advisor
teameip
About this role
An On-Site Wealth and Annuities Advisor based in Tampa, FL, focuses on advising clients on retirement strategies, annuities, and life insurance through warm inbound leads. The role offers a strong base salary, uncapped bonuses, and collaboration within a high-performance environment, with responsibilities centered around client consultation and product management.
Skills
About teameip
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 teameip
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
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View leadership team, funding history,
and employee contacts for teameip.
Salary
$70k – $250k
per year