Insurance Product Sales Assistant | On-Site (Full-Time)
About The Position
Alliance America, a 40+ year leader in wealth management and insurance services, is hiring a Financial Sales Assistant to support our VP of Insurance Sales and a network of outside financial advisors. This is a full-time, on-site role in Bradenton, FL (no remote option). In this position, you’ll help run life and annuity illustrations, support case design, process applications, track case status, assist with licensing/contracting, and provide high-level service to agents and clients in a fast-paced, professional office. We’re looking for 1–2+ years of admin or customer service experience (financial services or insurance preferred), strong Microsoft Office skills, attention to detail, and a team-focused attitude. A Florida 2-15 Life, Health and Annuity license—or willingness to obtain one—is preferred. We offer medical, dental, vision, life insurance, 401(k) with match, PTO, holidays, and room for growth within a stable, long-established organization.
Requirements
- 1–2+ years of admin or customer service experience (financial services or insurance preferred)
- strong Microsoft Office skills
- attention to detail
- team-focused attitude
Nice To Haves
- A Florida 2-15 Life, Health and Annuity license—or willingness to obtain one
Responsibilities
- run life and annuity illustrations
- support case design
- process applications
- track case status
- assist with licensing/contracting
- provide high-level service to agents and clients
Benefits
- medical
- dental
- vision
- life insurance
- 401(k) with match
- PTO
- holidays
- room for growth within a stable, long-established organization
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
