Internal Sales Support Specialist - Insurance & Annuities (Growth Opportunity)

United Placement Group•Bradenton, FL

3d•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 Internal Sales Support Specialist to join our on-site team in Bradenton, FL. This role is ideal for someone early in their insurance career who wants to learn the business from the inside, support high-performing producers, and develop toward more advanced sales or case management roles over time. 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. Because this is an on-site role, you’ll benefit from daily, in-person interaction with leadership and advisors—gaining hands-on learning, real-time feedback, and visibility with a collaborative, tight-knit team.

Requirements

1–2 years of administrative, customer service, or office support experience (insurance or financial services a strong plus).
Interest in building a long-term career in insurance, annuities, or financial services—not just a temporary admin role.
Familiarity with life insurance and annuity products is a plus, or a strong desire to learn.
Proficiency in Microsoft Office (Word, Excel, Outlook); experience with CRM or agency management systems preferred.
Excellent written and verbal communication skills.
Strong 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.

Nice To Haves

Active Florida 2-15 Life, Health and Annuity license.
Exposure to internal sales processes, annuity and life case design, and advisor support workflows.
Direct mentorship and day-to-day visibility with the VP of Insurance Sales and experienced advisors.
Clear path to grow into more advanced roles in insurance sales support, case management, or internal wholesaling over time.

Responsibilities

Support the VP of Insurance Sales with day-to-day internal sales support, follow-up, and case coordination.
Run life and annuity illustrations and assist with basic case design and product comparisons, with training provided.
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 and requirements, track case progress, and help keep every file moving forward.
Assist with agent contracting, licensing, and appointment processing as part of our internal sales support function.
Help route and respond to commission-related questions.
Maintain accurate records and update CRM/client databases.
Provide high-quality service to advisors, clients, and internal team members in a fast-paced, professional environment.