Unitedplacementgroup

Unitedplacementgroup

Internal Sales Support Specialist - Insurance & Annuities (Growth Opportunity)

Bradenton, Florida, United States · Contract

Sponsorship not specifiedDetected 8 days ago
CRMSalesExcelCustomer SupportLeadershipCommunicationMentoringOrganizational SkillsMicrosoft Office

About the role

  • 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.
  • Prepare, review, and process insurance applications and related paperwork, ensuring completeness and accuracy.
  • Help route and respond to commission-related questions.

Responsibilities

  • Please submit your resume (and a brief cover letter, if available) describing your relevant experience and why you're a strong fit for this Internal Sales Support role with Alliance America.

Nice to have

  • Proficiency in Microsoft Office (Word, Excel, Outlook)
  • experience with CRM or agency management systems preferred.

Company info

  • 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 Internal Sales Support Specialist to join our on-site team in Bradenton, FL.
  • This role is ideal for someone early in their insurance career who wants to learn the business from the inside, support high-performing producers, and develop toward more advanced sales or case management roles over time.
  • Because this is an on-site role, you'll benefit from daily, in-person interaction with leadership and advisors-gaining hands-on learning, real-time feedback, and visibility with a collaborative, tight-knit team What You'll Do Support the VP of Insurance Sales with day-to-day internal sales support, follow-up, and case coordination.
  • Run life and annuity illustrations and assist with basic case design and product comparisons, with training provided.
  • Partner with outside financial advisors by answering product and case questions and providing timely case status updates.
  • Scrub documents, order exams and requirements, track case progress, and help keep every file moving forward.
  • Assist with agent contracting, licensing, and appointment processing as part of our internal sales support function.
  • Maintain accurate records and update CRM/client databases.
  • Provide high-quality service to advisors, clients, and internal team members in a fast-paced, professional environment.
  • What You Bring 1-2 years of administrative, customer service, or office support experience (insurance or financial services a strong plus).
  • Interest in building a long-term career in insurance, annuities, or financial services-not just a temporary admin role.
  • Familiarity with life insurance and annuity products is a plus, or a strong desire to learn.
  • Proficiency in Microsoft Office (Word, Excel, Outlook); experience with CRM or agency management systems preferred.
  • Excellent written and verbal communication skills.
  • Strong 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.
  • Licensing & Growth Active Florida 2-15 Life, Health and Annuity license.
  • Exposure to internal sales processes, annuity and life case design, and advisor support workflows.
  • Direct mentorship and day-to-day visibility with the VP of Insurance Sales and experienced advisors.
  • Clear path to grow into more advanced roles in insurance sales support, case management, or internal wholesaling over time.
  • 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 insurance and annuity sales support.
  • The opportunity to become a key partner to leadership and top-producing advisors, while building your expertise in insurance and retirement products.cioninvestments+1 If you are organized, detail-oriented, and energized by supporting a high-performing insurance sales team-and you're serious about building a career in this 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 Internal Sales Support role with Alliance America.
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