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

United Placement Group • Bradenton, FL

1d • Onsite

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.

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

What This Job Offers

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