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 Financial Sales Assistant to join our on-site team in Bradenton, FL. If you enjoy supporting high-performing sales professionals, working with financial and insurance products, and are looking for real growth potential in a stable, expanding company, this role could be an excellent fit.
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 our VP and advisors, gaining hands-on learning, real-time feedback, and visibility with a collaborative, tight-knit team. There is no remote option for this role.
What you’ll do
Support the VP of Insurance Sales with day-to-day sales, follow-up, and administrative activities.
Run life and annuity illustrations and assist with case design and product comparisons.
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, track case progress, and help keep every file moving forward.
Assist with agent contracting, licensing, and appointment processing.
Help route and respond to commission-related questions.
Maintain accurate records and update CRM/client databases.
Provide high-quality customer service to advisors, clients, and internal team members in a fast-paced, professional environment.
What you bring
1–2 years of administrative or customer service experience (financial services or insurance a strong plus).
Experience in insurance, investments, or financial services is highly preferred.
Familiarity with life insurance and annuity products is a plus (or strong interest in learning).
Proficiency in Microsoft Office (Word, Excel, Outlook); experience with CRM or agency management systems preferred.
Excellent written and verbal communication skills.
Exceptional 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.
Active Florida 2-15 Life, Health and Annuity license, or the ability to obtain within a specified timeframe (per company policy).
What you’ll gain
Medical, dental, vision, and life insurance.
401(k) with company match.
Paid time off, paid holidays, and vacation days.
The stability of a long-established, reputable organization with room to grow your career in financial and insurance sales support.
The opportunity to become a key partner to leadership and top-producing advisors, with direct mentorship and day-to-day visibility with the VP of Insurance Sales and experienced financial professionals.
If you are organized, detail-oriented, and energized by supporting a high-performing sales team in the financial services industry, we’d love to hear from you.
To apply: Please submit your resume (and a brief cover letter, if available) describing your relevant experience and why you’re a strong fit for this on-site Financial Sales Assistant role with Alliance America.