New Business Insurance Sales Assistant - ON SITE ONLY

Financial Sales Assistant – On-Site (Full-Time)
Location: Bradenton, FL
Company: Alliance America

Alliance America, a trusted leader in wealth management and insurance services for over 40 years, is seeking a Financial Administrative Assistant to support our VP of Insurance Sales and new business operations. This is an on-site position only.

Position Details

• Job type: Full-time
• Schedule: Monday–Friday, 8:00 am – 4:30 pm
• Location: On-site in Bradenton, FL (no remote option)

Responsibilities

• Assist VP of Sales and Marketing with day-to-day sales support activities
• Run life and annuity illustrations and assist with case design
• Support field agents with questions and case status updates
• Prepare, review, and process insurance applications and related paperwork
• Scrub documents for completeness and accuracy, order exams, and track case status
• Assist with agent contracting, licensing, and appointment processing
• Handle commission-related questions and route to appropriate internal contacts
• Maintain accurate records and update CRM/client databases
• Provide high-quality customer service to agents, clients, and internal staff
• Perform other administrative tasks as needed in a fast-paced office environment

Qualifications

• 1–2 years of administrative or customer service experience required
• Experience in insurance, investments, or financial services strongly preferred
• Familiarity with life insurance and annuity products a plus
• Proficiency with Microsoft Office (Word, Excel, Outlook) required
• Experience with CRM or agency management systems preferred
• Strong written and verbal communication skills
• Excellent organizational skills and attention to detail
• Ability to manage multiple tasks and deadlines
• Positive, professional attitude and a 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 Agent license (or the ability to obtain within a specified timeframe) preferred/required per company policy

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 organization

If you are an organized, detail-oriented professional who enjoys supporting a sales team and working within the financial services industry, we encourage you to apply.

To apply, please submit your resume (and a brief cover letter, if available) describing your relevant experience and why you are a good fit for this on-site Financial Administrative Assistant role.