insurance sales assistant

United Placement Group

<div><p><b>On-Site, Full-Time | Bradenton, FL</b><br>
<b>Company: Alliance America</b></p><p>
Alliance America, a trusted leader in wealth management and insurance services for <b>over 40 years</b>, is growing&mdash;and we&rsquo;re looking for a driven, detail-focused <b>Financial Sales Assistant</b> 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 <b>real growth potential</b> in a stable, expanding company, this role could be an excellent fit.</p><p>
This is a <b>full-time, in-office position</b> (Monday&ndash;Friday, 8:00 a.m.&ndash;4:30 p.m.) supporting our VP of Insurance Sales and a nationwide network of independent financial advisors. There is <b>no remote option</b> for this role.</p>
What You&rsquo;ll Do<ul><li>
Support the VP of Sales with day-to-day sales, follow-up, and administrative activities.</li><li>
Run life and annuity illustrations and assist with case design and product comparisons.</li><li>
Partner with outside financial advisors by answering product and case questions and providing timely case status updates.</li><li>
Prepare, review, and process insurance applications and related paperwork, ensuring completeness and accuracy.</li><li>
Scrub documents, order exams, track case progress, and help keep every file moving forward.</li><li>
Assist with agent contracting, licensing, and appointment processing.</li><li>
Help route and respond to commission-related questions.</li><li>
Maintain accurate records and update CRM/client databases.</li><li>
Provide high-quality customer service to advisors, clients, and internal team members in a fast-paced, professional environment.</li></ul>
What You Bring<ul><li>
1&ndash;2 years of administrative or customer service experience (financial services or insurance a strong plus).</li><li>
Experience in <b>insurance, investments, or financial services</b> is highly preferred.</li><li>
Familiarity with <b>life insurance and annuity products</b> is a plus (or strong interest in learning).</li><li>
Proficiency in Microsoft Office (Word, Excel, Outlook); experience with CRM or agency management systems preferred.</li><li>
Excellent written and verbal communication skills.</li><li>
Exceptional organizational skills, accuracy, and attention to detail.</li><li>
Ability to manage multiple tasks, deadlines, and priorities with a positive, professional attitude.</li><li>
Must be able to work <b>on-site in Bradenton, FL</b> on a full-time basis.</li><li>
Active Florida 2-15 Life, Health and Annuity license, or the ability to obtain within a specified timeframe (per company policy).</li></ul>
What You&rsquo;ll Gain<ul><li>
Medical, dental, vision, and life insurance.</li><li>
401(k) with company match.</li><li>
Paid time off, paid holidays, and vacation days.</li><li>
The stability of a <b>long-established, reputable organization</b> with <b>room to grow</b> your career in financial and insurance sales support.</li><li>
The opportunity to become a key partner to leadership and top-producing advisors.</li></ul><p>
If you are organized, detail-oriented, and energized by supporting a high-performing sales team in the financial services industry, <b>we&rsquo;d love to hear from you</b>.</p><p><b>
To Apply:</b><br>
Please submit your resume (and a brief cover letter, if available) describing your relevant experience and why you&rsquo;re a strong fit for this <b>on-site Financial Sales Assistant</b> role with Alliance America.</p></div>

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

Patriot Growth Insurance Services

<div><p><b>About Patriot Growth Insurance Services: </b>Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property &amp; casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by <i>Business Insurance</i> and has been named to the 2025 <i>Inc. 5000</i> list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot&rsquo;s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.</p>
<p><b>Position Overview</b>: We are seeking a detail-oriented Sales Assistant to support our sales and client service teams within the individual health and Medicare space. This role plays a critical part in ensuring accurate application processing, client communication, and policy administration. The ideal candidate is organized, responsive, and thrives in a fast-paced environment supporting both internal teams and external partners.</p>
<p><b>Work Arrangement: </b>This is a full-time remote position reporting to our office located in Palos, Verdes, CA.</p>
<p><b>Professional Responsibilities:</b></p>
<ul><li>Process and manage individual health, Medicare, and life insurance applications, ensuring accuracy, compliance, and timely submission.</li>
<li>Serve as a point of contact for clients, external agents, and carriers, providing updates, resolving issues, and verifying coverage details.</li>
<li>Track application status, confirm policy approvals, and ensure correct effective dates and plan enrollments.</li>
<li>Support billing and policy administration, including premium notifications, renewals, terminations, and database updates.</li>
<li>Assist with claims processing and follow up on billing or coverage-related inquiries.</li>
<li>Collaborate with internal teams and external partners to address product, enrollment, and service-related questions.</li>
<li>Maintain accurate documentation and ensure all daily tasks and service requests are completed within established timelines.</li>
<li>Gather and organize sales materials and resources for Medicare and individual health products.</li>
</ul>
<p><b>Qualifications and Requirements:</b></p>
<ul><li>1+ years of experience in a customer service or administrative support role.</li>
<li>High School Diploma or GED required; Bachelor&rsquo;s degree in Business Administration or related field preferred.</li>
<li>Knowledge of health insurance products, including Medicare and Individual &amp; Family Plans (IFP), preferred.</li>
<li>Familiarity with insurance claims processing and life insurance administration preferred.</li>
<li>Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).</li>
<li>Strong attention to detail with the ability to manage data accurately and maintain organized records.</li>
<li>Excellent communication and interpersonal skills, with a customer-focused mindset.</li>
<li>Ability to prioritize tasks, adapt to changing demands, and work effectively in a team environment.</li>
</ul>
<p><b>Why us: </b>Patriot offers the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, with a focus on enhanced career opportunities and professional growth.</p>
<p>In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members, and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. Our benefits include:</p>
<ul><li>Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs</li>
<li>Company paid Short-Term Disability, Long-Term Disability and Group Term Life</li>
<li>Company paid Employee Assistance Program</li>
<li>Paid Parental Leave</li>
<li>Paid holidays</li>
<li>Personalized PTO</li>
<li>401(k) with employer match</li>
</ul>
<p><b>Pay Range</b>: $28.84 - $36.05 per hour depending on experience.</p>
<ul><li><i>A wide salary range is posted for this position and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.</i></li></ul>
<p><i>Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.</i></p>
<p><i>This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&amp;I Policy located on our website at </i><i>www.patriotgis.com</i><i>.</i></p></div>

Sales Assistant (Remote)

State Farm

<div><div><div><b>Benefits:</b></div>
<ul><li>401(k)</li>
<li>401(k) matching</li>
<li>Bonus based on performance</li>
<li>Dental insurance</li>
<li>Employee discounts</li>
<li>Health insurance</li>
<li>Paid time off</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul></div><div><div><div>**** <b>MUST HAVE P/C LICENSE TO APPLY ****</b><br>
</div><h1 class="jobSectionHeader"><b>Customer Service Position</b></h1>
<div>(Multi-Office Insurance Agency &ndash; Las Vegas Area)</div><div><br>
</div>
<h1 class="jobSectionHeader"><b>Who We Are</b></h1>
<ul><li>We are a disciplined, growth-oriented insurance agency operating two locations.</li>
<li>We value structure, professionalism, accountability, and long-term team members.</li>
<li>This is not a sales role.</li>
<li>This is a stability role.</li>
</ul><div>If you thrive in organized environments and enjoy helping customers while following clear processes, this may be a strong fit.</div>
<div>
<br>
If you prefer loose structure, constant change, or commission-based income, this will not be a fit.</div><div><br>
</div>
<h1 class="jobSectionHeader"><b>Position Summary</b></h1>
<div>The Customer Service position is responsible for:</div>
<ul><li>Managing inbound customer calls</li>
<li>Processing policy service requests</li>
<li>Scheduling coverage reviews</li>
<li>Protecting Sales and Account Managers from interruption</li>
<li>Maintaining accurate documentation</li>
<li>Escalating complex issues appropriately</li>
</ul><div>This role is the operational backbone of the office.</div><div><br>
</div>
<h1 class="jobSectionHeader"><b>What This Position Is NOT</b></h1>
<ul><li>Not a commission-driven sales position</li>
<li>Not a remote position</li>
<li>Not a stepping stone to immediate promotion</li>
<li>Not flexible start-time</li>
<li>This role requires daily in-office presence and reliability.</li>
</ul><h1 class="jobSectionHeader"><b>Work Schedule</b></h1>
<ul><li>Monday&ndash;Friday</li>
<li>8:45 AM &ndash; 5:15 PM start commitment</li>
<li>In-office position (no remote)</li>
</ul><div>Punctuality and attendance are critical to this position.</div><div><br>
</div>
<h1 class="jobSectionHeader"><b>Compensation</b></h1>
<ul><li>Base salary: $38,000 &ndash; $42,000 (based on experience and stability history)</li>
<li>Quarterly performance bonus based on:<ul>
<li>Attendance</li>
<li>Documentation accuracy</li>
<li>Escalation discipline</li>
<li>Professional conduct</li>
</ul></li><li>Paid time off</li>
<li>401(k) match after one year</li>
<li>Group health, vision and dental insurance available</li>
</ul><h1 class="jobSectionHeader"><b>Ideal Candidate Profile</b></h1>
<div>We are looking for someone who:</div>
<ul><li>Values routine and structure</li>
<li>Is calm under pressure</li>
<li>Communicates professionally</li>
<li>Documents thoroughly</li>
<li>Follows process consistently</li>
<li>Shows up early and prepared</li>
<li>Is seeking long-term employment (30&ndash;45+ hours per week commitment mindset)</li>
</ul><div>Active Nevada Property &amp; Casualty License Required (or ability to obtain within 30 days if currently licensed in another state).<br>
</div><div>Prior insurance or office experience preferred but not required.</div>
<div>
<br>
<b><i>Character and reliability matter more than experience.</i></b></div><br>
<div><br>
</div><h1 class="jobSectionHeader"><b>What Success Looks Like (First 90 Days)</b></h1>
<ul><li>Confidently handling inbound calls</li>
<li>Escalating only when appropriate</li>
<li>Protecting review blocks for Account Managers</li>
<li>Maintaining clean documentation</li>
<li>Demonstrating steady professionalism</li>
<li>Consistent punctuality</li>
</ul><div><b>If this sounds like something you&rsquo;d enjoy - please apply now to start the conversation!</b></div>
<div></div>
<div><b>Keywords:</b></div>
<div>Insurance, Life Insurance, Property &amp; Casualty Insurance, General Insurance, Commercial Insurance, Term Life Insurance, Umbrella Insurance, Health Insurance, Sales, Casualty Insurance, Disability Insurance, Homeowners Insurance Liability, Insurance agent, Insurance Broker, Insurance Agency, Customer Service, Account Management, Inside Sales, Customer Support, Sales and Service, Customer Relations, CRM, Customer Relationship Manager, Finance, Banking, Teller, Mortgage Banker, Business Banker, Retail Sales, Server, Serving, Bartending, Bartender, Receptionist, Administrative Assistant, Executive Assistant, Secretary, Sales Assistant, Sales Associate.</div></div></div></div>

Account Representative - State Farm Agent Team Member

Cyclone Technology

<p><b>Administrative Sales Assistant</b></p><p><i>Location:</i> Phoenix, AZ<br/><i>Reports To:</i> Sales Department<br/><i>Employment Type:</i> Full-Time</p><p><b>Position Overview</b></p><p>We are seeking a highly organized, detail-oriented Administrative Sales Assistant to support our growing sales team. This role plays a critical part in ensuring smooth daily operations, accurate documentation, and responsive customer communication. The ideal candidate thrives in a fast-paced environment, manages multiple priorities effectively, and supports sales performance through strong administrative execution.</p><p><b>Key Responsibilities</b></p><ul><li>Provide administrative support to the sales team and sales leadership</li><li>Prepare quotes, proposals, bid documents, and sales presentations</li><li>Maintain and update CRM system with accurate customer and pipeline data</li><li>Track sales activity, and performance metrics</li><li>Coordinate trade shows, dealer meetings, and customer events</li><li>Manage calendars, travel arrangements, for sales leadership</li><li>Serve as an additional point of contact for customer inquiries and dealer support</li><li>Maintain organized digital and physical sales files</li><li>Marketing support, when needed</li></ul><p><b>Qualifications</b></p><ul><li>4+ years of administrative experience (sales support preferred)</li><li>Strong proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook)</li><li>Experience with CRM systems (HubSpot, preferred or similar)</li><li>Excellent written and verbal communication skills</li><li>High attention to detail and organizational accuracy</li><li>Ability to manage multiple deadlines and shifting priorities</li><li>Professional demeanor and customer-focused mindset</li><li>Experience with ZoomInfo a plus</li></ul><p>Apply now: https://forms.gle/m9gviypeUFaVhYVW6</p><p>Pay: $60,000.00 - $70,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul><p>Work Location: In person</p>

Administrative Sales Assistant

Takaful Pakistan 

<p><b>WE ARE HIRING &ndash; Experienced Assistant Branch Manager</b></p><p><b>Join our growing team!</b></p><p>Position: <b>Assistant Branch Manager</b></p><p>Location: <b>Faisalabad Branch</b></p><p><b>Requirements:</b></p><ul><li>Minimum Qualification: Graduation</li></ul><ul><li>Relevant experience in any of the following fields is required:</li></ul><p>&ndash; Consumer Banking</p><p>&ndash; Microfinance Banking</p><p>&ndash; Pharma Sales</p><p>&ndash; Life Insurance Sales</p><p>&ndash; Cellular Sales</p><p>&ndash; Stock Exchange Brokerage</p><p>&ndash; Mutual Funds / Asset Management</p><p><b>We Offer:</b></p><ul><li>Attractive Remuneration Package</li></ul><ul><li>Performance-Based Incentives</li></ul><ul><li>Career Growth Opportunities</li></ul><ul><li>Professional Working Environment</li></ul><p>*<b>Apply Now:*</b></p><p>If you're interested in this exciting opportunity, send your resume to:</p><p>Email: <b>usmanrayaz@outlook.com</b></p><p>Whatsapp: <b>+923218659337</b></p><p>Visit our website: [www.jubileelife.com</p><p>Pk]</p><p>Job Type: Full-time</p><p>Pay: Rs44,625.00 - Rs213,546.00 per month</p><p>Experience:</p><ul><li>Sales &amp; Management: 2 years (Preferred)</li></ul><p>Willingness to travel:</p><ul><li>50% (Preferred)</li></ul><p>Work Location: In person</p>

Assistant Branch Manager( Permanent Position)

Edlinco, Inc

<p><b>Job Summary</b><br/>We are seeking a dynamic and organized Sales Administrative Assistant to join our growing team! In this vital role, you will be the backbone of our sales operations, providing exceptional administrative support to ensure smooth daily functions. Your energetic approach and attention to detail will help streamline processes, support customer interactions, and keep our office running efficiently. This paid position offers an exciting opportunity to develop your skills in office management, customer service, and sales support within a collaborative environment. If you thrive in fast-paced settings and enjoy multitasking with a positive attitude, this is the perfect role for you!</p><p><b>Duties</b></p><ul><li>Support sales team by preparing documents for Clients and Customers, updating records, Processing orders into and out of an EDI system, assisting clients and customers with order tracking and verification, assisting with data entry using Microsoft Office</li><li>Maintain organized filing systems, both digital and physical, ensuring easy retrieval of important documents</li><li>Provide excellent customer support through phone, email, and in-person interactions while maintaining proper phone etiquette</li><li>Coordinate calendar management for sales staff, scheduling meetings and appointments efficiently</li></ul><p><b>Requirements</b></p><ul><li>Proven office management or clerical experience with strong organizational skills</li><li>Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)</li><li>Experience within the Consumer Packaged Goods industry or similar</li><li>Excellent typing speed and data entry skills to ensure accuracy and efficiency</li><li>Strong communication skills with professional phone etiquette and customer service orientation</li><li>Ability to multitask and problem solve effectively while managing time efficiently in a fast-paced environment</li><li>Previous experience as a personal assistant or in office support roles is advantageous</li><li>Knowledge of server based filing procedures, proofreading skills, and general office procedures</li></ul><p>Join us as a Sales Administrative Assistant and become an essential part of our energetic team! Your enthusiasm for organization combined with your technical skills will help us deliver outstanding service while fostering a positive work environment. We value your contribution and are committed to supporting your professional growth every step of the way!</p><p>Pay: $45,000.00 - $55,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Sales Administrative Assistant

Paramount Depot, LLC

<p><b>Job Summary</b><br/>We are seeking an energetic and detail-oriented Assistant Sales Administrator to join our dynamic team. In this vital role, supports sales teams by handling administrative tasks, processing orders, managing customer data, and assisting with client communications. They ensure smooth daily operations, often using CRM systems, managing schedules, and preparing sales reports.</p><p><b>Key Responsibilities</b></p><ul><li><b>Order Management:</b> Processing customer orders, tracking shipments, and maintaining accurate order records.</li><li><b>Data &amp; CRM Management:</b> Updating CRM databases, managing client records, and generating sales reports.</li><li><b>Sales Support:</b> Assisting with proposals, presentations, and following up on sales leads.</li><li><b>Communication:</b> Acting as a liaison between customers and the sales team, handling phone calls and emails.</li></ul><p><b>Required Skills and Qualifications</b></p><ul><li><b>Administrative Experience:</b> Experience in office administration, particularly supporting a sales team.</li><li><b>Technology Proficiency:</b> Proficiency in Microsoft Office (Excel, Word) and CRM software.</li><li><b>Communication Skills:</b> Strong verbal and written communication skills.</li><li><b>Organization:</b> Excellent time management and organizational skills.</li><li><b>MUST BE FLUENT in English/Spanish</b></li></ul><p><b>Requirements:</b></p><ul><li><b>Must pass a background screen.</b></li><li><b>Must pass a drug screen.</b></li></ul><p><b>Join our team!</b></p><p><b>Benefits:</b></p><ul><li>Health Insurance</li><li>Dental Insurance</li><li>Vision Insurance</li><li>Life insurance</li><li>401(k) matching</li><li>Paid Personal Time Off (PTO)</li><li>Paid Holidays</li><li>Paid Vacations</li><li>A great multicultural Atmosphere</li></ul><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Schedule:</p><ul><li>8-hour shift plus OT when needed</li><li>Day shift</li><li>Monday to Friday</li><li>Job Type: Full-time</li><li>Expected hours: No less than 40 per week</li></ul><p>Work Location: In person, our company does not provide hybrid or remote work options. All employees are expected to work on-site.</p><p><b>Application Requirements</b></p><p>To be considered for this position, applicants must submit the following:</p><ul><li><b>Resume</b></li><li><b>Cover Letter</b></li></ul><p>Your cover letter must highlight:</p><ul><li>Your relevant experience related to the <b>responsibilities listed in this job posting</b></li><li>The <b>skills and qualifications</b> that make you a strong candidate for this role</li><li>Examples of <b>where and how you gained the experience required for this position</b></li></ul><p>To confirm that you have reviewed the job description carefully, please include the phrase &ldquo;<b>Assistant Sales Administrator</b>&rdquo; in your cover letter.</p><p>Applications submitted without a cover letter or without addressing the points above may not be considered.</p><p><b>About Paramount Depot</b></p><p>Paramount Depot has been a leading wholesale supplier of building materials and services to major home builders and construction contractors since 2005. Sourced globally, we manufacture and import cabinetry, granite, quartz, flooring, plumbing accessories, and lighting fixtures directly. There is no middleman!</p><p>Along with our brands, we distribute many nationally recognized products, including Masonite, Seagull Lighting, Moen, Huntington Brass, Bravura, Liberty Hardware, Frigidaire, and Deltana, all at below-market prices. Our commitment is to provide the highest level of Honesty, Integrity, and Teamwork at the most competitive prices.</p><p>Pay: From $20.00 per hour</p><p>Expected hours: No less than 40.0 per week</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Employee discount</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Education:</p><ul><li>Associate (Required)</li></ul><p>Language:</p><ul><li>English (Required)</li><li>Spanish (Required)</li></ul><p>Work Location: In person</p>

Assistant Sales Administrator

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