Financial Sales Assistant - Insurance | On-Site (Full-Time)

United Placement Group • Bradenton, FL

9d • Onsite

About The Position

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)

Requirements

• 1–2 years of administrative or customer service experience required
• Proficiency in Microsoft Office (Word, Excel, Outlook) required
• 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

Nice To Haves

• Experience in insurance, investments, or financial services strongly preferred
• Familiarity with life insurance and annuity products is a plus
• Experience with CRM or agency management systems preferred

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

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

What This Job Offers

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