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Annuity Sales Jobs in Florida (NOW HIRING)

Osaic

Sales Supervision Principal

Saint Petersburg, FL · Hybrid

$65K - $75K/yr

The Sales Supervision Principal conducts suitability reviews of businesses requiring firm pre-approval, including, but not limited to, Variable Annuity (VA), Registered Index-Linked Annuity (RILA ...

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How much do annuity sales jobs pay per year?

As of May 28, 2026, the average yearly pay for annuity sales in Florida is $60,992.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $72,100.00 per year, depending on experience, location, and employer.

What is an Annuity Sales job?

An Annuity Sales job involves helping clients understand and purchase annuity products that provide financial security and retirement income. Professionals in this role assess client needs, explain different types of annuities, and guide them through the purchasing process. They often work for insurance companies, financial institutions, or as independent agents. Strong sales skills, financial knowledge, and regulatory compliance are essential for success in this field.

What are the key skills and qualifications needed to thrive in the Annuity Sales position, and why are they important?

To thrive in Annuity Sales, you need a solid understanding of financial products, particularly annuities, excellent sales acumen, and often a relevant state insurance license. Familiarity with CRM software and financial planning tools is critical, and many employers value certifications such as FINRA Series 6 or 63 licenses. Strong interpersonal skills, resilience, and persuasive communication help build trust and close deals with clients. These competencies enable annuity sales professionals to educate clients, navigate regulatory requirements, and achieve business targets in a competitive environment.

What are the typical daily responsibilities of someone working in annuity sales?

A typical day for an annuity sales professional involves prospecting new clients, conducting meetings to analyze clients’ retirement needs, and presenting suitable annuity products as part of their financial plans. You’ll regularly use digital tools to track leads, follow up on opportunities, and process applications, while also collaborating with underwriters and other financial advisors to ensure clients’ needs are met. The role balances independent work with teamwork, as you may participate in training sessions and strategy meetings. Staying current with product changes and regulatory updates is also a key part of the daily routine to provide the best service and maintain compliance.
More about Annuity Sales jobs
What are the most commonly searched types of Annuity Sales jobs in Florida? The most popular types of Annuity Sales jobs in Florida are:
What are popular job titles related to Annuity Sales jobs in Florida? For Annuity Sales jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Annuity Sales jobs in Florida look for? The top searched job categories for Annuity Sales jobs in Florida are:
What cities in Florida are hiring for Annuity Sales jobs? Cities in Florida with the most Annuity Sales job openings:
Annuity Sales jobs near you

Financial Sales Assistant - Insurance & Annuities - Full Time - On-Site Only

United Placement Group

Bradenton, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago

Job description

On-Site, Full-Time | Bradenton, FL
Company: Alliance America

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. There is no remote option for this role.

What You'll Do
  • Support the VP of 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.

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.

Apply