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Financial Sales Assistant at Alliance America

Location
Bradenton, Florida
Type
Full-time
Posted

Description

Alliance America, a leading wealth management and insurance services provider, is seeking a driven and detail-focused Financial Sales Assistant to join their on-site team in Bradenton, FL. This full-time, Monday-Friday, 8:00 AM - 4:30 PM position supports the VP of Insurance Sales and assists a national network of independent financial advisors. The role involves various administrative and sales-support duties, including running life and annuity illustrations, assisting with case design, preparing insurance applications, managing agent contracts, and providing customer service.

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