Internal Sales Support Specialist - Life Insurance & Annuities (On Site)
About The Position
Alliance America is seeking a licensed, detail-driven Internal Sales Support Specialist to support our VP of Insurance Sales and nationwide network of independent financial advisors. In this hands-on, on-site role, you will gain practical experience with life insurance and annuity illustrations, case design, application processing, advisor service, and carrier requirements. This is an opportunity to become a trusted resource to advisors while developing toward advanced case management, internal wholesaling, or insurance sales-support leadership. Alliance America has provided trusted wealth-management and insurance solutions for more than 40 years. We offer the stability of an established organization, a collaborative office environment, and meaningful room to grow. This role is ideal for a newly licensed insurance professional or early-career financial-services professional who wants to build deeper expertise in life insurance and annuities. This is a full-time, in-office position in Bradenton, Florida, Monday through Friday, 8:00 a.m.–4:30 p.m.
Requirements
- Active Florida 2-15 Life, Health & Annuity license.
- One to two years of administrative, customer service, sales-support, or office experience; insurance or financial-services experience is strongly preferred.
- A genuine interest in building a long-term career in insurance, annuities, retirement products, or financial services.
- Familiarity with life insurance and annuity products, or a strong desire to learn quickly.
- Proficiency with Microsoft Office, including Outlook, Word, and Excel; CRM or agency-management system experience is a plus.
- Strong written and verbal communication skills.
- Excellent organization, follow-through, accuracy, and attention to detail.
- The ability to manage multiple priorities and deadlines while handling confidential information professionally.
- Availability to work full-time, on-site in Bradenton, Florida.
Nice To Haves
- CRM or agency-management system experience is a plus.
Responsibilities
- Support the VP of Insurance Sales with daily sales support, advisor follow-up, and case coordination.
- Run life insurance and annuity illustrations; assist with product comparisons and basic case design. Training is provided.
- Partner with financial advisors by answering product and case questions and providing timely case-status updates.
- Prepare, review, and process insurance applications and supporting paperwork for accuracy and completeness.
- Scrub documents, order exams and outstanding requirements, and track cases from submission through issue.
- Assist with agent contracting, licensing, and carrier appointment processing.
- Help route and respond to commission-related questions.
- Maintain accurate case notes, CRM records, and client/advisor information.
- Deliver responsive, professional service to advisors, clients, carriers, and internal team members.
Benefits
- Medical, dental, vision, and life insurance
- 401(k) with company match
- Paid time off, paid holidays, and vacation days
- Direct mentorship and daily access to experienced insurance leadership
- A stable, established company with meaningful long-term career potential
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
