Financial Sales Assistant - Insurance | On-Site (Full-Time)
Financial Sales Assistant – Insurance | On-Site (Full-Time)
Location: Bradenton, FL
Company: Alliance America
Alliance America, a trusted leader in wealth management and insurance services for over 40 years, is seeking a Financial Sales Assistant to support our VP of Insurance Sales and our network of outside financial advisors. This is an on-site position in Bradenton, FL (no remote option).
Position Details
- Job Type: Full-time
- Schedule: Monday–Friday, 8:00 am – 4:30 pm
- Location: Bradenton, FL (on-site only)
Key Responsibilities
- Support the VP of Sales with day-to-day sales and administrative activities
- Run life and annuity illustrations and assist with case design
- Partner with outside financial advisors by answering product/case questions and providing case status updates
- Prepare, review, and process insurance applications and related paperwork
- Scrub documents for completeness and accuracy, order exams, and track case progress
- Assist with agent contracting, licensing, and appointment processing
- Help route and respond to commission-related questions
- Maintain accurate records and update CRM/client databases
- Deliver high-quality customer service to agents, clients, and internal team members
- Perform additional administrative tasks as needed in a fast-paced, professional office
Qualifications
- 1–2 years of administrative or customer service experience required
- Experience in insurance, investments, or financial services strongly preferred
- Familiarity with life insurance and annuity products is a plus
- Proficiency in Microsoft Office (Word, Excel, Outlook) required
- Experience with CRM or agency management systems preferred
- Strong written and verbal communication skills
- Excellent organizational skills and attention to detail
- Ability to manage multiple tasks, deadlines, and priorities
- Positive, professional attitude and strong team orientation
- Must be able to work on-site in Bradenton, FL on a full-time basis
- Active Florida 2-15 Life, Health and Annuity license (or the ability to obtain within a specified timeframe) preferred/required per company policy
Benefits
- Medical, dental, vision, and life insurance
- 401(k) with company match
- Paid time off, paid holidays, and vacation days
- Opportunities for professional growth within a long-established, stable organization
If you are organized, detail-oriented, and enjoy supporting a sales team within the financial services industry, we encourage you to apply.
To Apply:
Please submit your resume (and a brief cover letter, if available) describing your relevant experience and why you are a strong fit for this on-site Financial Sales Assistant role.
Average salary estimate
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