Financial Sales Assistant - Insurance & Annuities On-Site, Full-Time | Bradenton

United Placement Group • Bradenton, FL

1d • Onsite

About The Position

Alliance America, a trusted leader in wealth management and insurance services for over 40 years, is growing—and we’re looking for a driven, detail-focused Financial Sales Assistant to join our on-site team in Bradenton, FL. This is a full-time, in-office position (Monday–Friday, 8:00 a.m.–4:30 p.m.) supporting our VP of Insurance Sales and a nationwide network of independent financial advisors. This role offers daily, in-person interaction with our VP and advisors, providing hands-on learning, real-time feedback, and visibility with a collaborative, tight-knit team. There is no remote option for this role.

Requirements

• 1–2 years of administrative or customer service experience (financial services or insurance a strong plus).
• Proficiency in Microsoft Office (Word, Excel, Outlook); experience with CRM or agency management systems preferred.
• Excellent written and verbal communication skills.
• Exceptional organizational skills, accuracy, and attention to detail.
• Ability to manage multiple tasks, deadlines, and priorities with a positive, professional attitude.
• 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 (per company policy).

Nice To Haves

• Experience in insurance, investments, or financial services is highly preferred.
• Familiarity with life insurance and annuity products is a plus (or strong interest in learning).

Responsibilities

• Support the VP of Insurance Sales with day-to-day sales, follow-up, and administrative activities.
• Run life and annuity illustrations and assist with case design and product comparisons.
• Partner with outside financial advisors by answering product and case questions and providing timely case status updates.
• Prepare, review, and process insurance applications and related paperwork, ensuring completeness and accuracy.
• Scrub documents, order exams, track case progress, and help keep every file moving forward.
• Assist with agent contracting, licensing, and appointment processing.
• Help route and respond to commission-related questions.
• Maintain accurate records and update CRM/client databases.
• Provide high-quality customer service to advisors, clients, and internal team members in a fast-paced, professional environment.

Benefits

• Medical, dental, vision, and life insurance.
• 401(k) with company match.
• Paid time off, paid holidays, and vacation days.
• The stability of a long-established, reputable organization with room to grow your career in financial and insurance sales support.
• The opportunity to become a key partner to leadership and top-producing advisors, with direct mentorship and day-to-day visibility with the VP of Insurance Sales and experienced financial professionals.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed