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Assistant Annuity Sales information

What is the difference between Assistant Annuity Sales vs Assistant Insurance Sales?

AspectAssistant Annuity SalesAssistant Insurance Sales
Required CertificationsLicenses for annuities, life insurance (if applicable)Life insurance license, health insurance license
Work EnvironmentFinancial institutions, insurance agenciesInsurance agencies, financial firms
Industry UsagePrimarily in retirement and investment planningProtection and risk management
Common Search IntentAssisting with annuity product sales and client supportSupporting insurance product sales and client service

Assistant Annuity Sales and Assistant Insurance Sales roles share similar environments and licensing requirements but focus on different financial products. The former specializes in retirement income solutions, while the latter deals with risk protection. Understanding these distinctions helps job seekers target the right roles in the financial services industry.

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 Assistant Annuity Sales jobs in Florida? For Assistant Annuity Sales jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Assistant Annuity Sales jobs in Florida look for? The top searched job categories for Assistant Annuity Sales jobs in Florida are:
What cities in Florida are hiring for Assistant Annuity Sales jobs? Cities in Florida with the most Assistant Annuity Sales job openings:
Assistant Annuity Sales jobs near you
Infographic showing various Assistant Annuity Sales job openings in Florida as of May 2026, with employment types broken down into 100% Full Time. Highlights an 88% In-person, and 12% Remote job distribution.

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