Bilingual Agency Support & Sales Assistant

Job Title Bilingual Agency Support & Sales Assistant

Company Description Insurance Solutions & More LLC is a growing, specialized financial services firm based in Central Florida. We focus on Medicare, Life Insurance, and Annuities, providing comprehensive coverage solutions designed to offer our clients long-term security and peace of mind.

Role Overview We are seeking a highly motivated and organized student to join our team as an Agency Support & Sales Assistant. In this role, you will work directly alongside an industry expert to support the daily sales and operational activities of the firm. This is an excellent opportunity for a student interested in business, finance, or marketing to gain hands-on experience in lead management, digital marketing, and professional client relations.

Key Responsibilities

Sales Support & Lead Management: Assist in organizing client databases, tracking leads, and preparing files for client consultations.

Bilingual Client Communication: Draft professional correspondence, follow-up emails, and assist with client inquiries in both English and Spanish.

Digital Marketing & Outreach: Help design and distribute promotional materials for upcoming workshops and events using tools like Canva.

Workflow Organization: Set up and manage digital registration processes (such as Google Forms) and help streamline administrative tasks to maximize the agency's selling time.

Qualifications

Language Skills: Fluency in both English and Spanish is required to effectively serve our primary client base.

Professionalism: Exceptional written and verbal communication skills with a strong attention to detail.

Tech-Savvy: Comfortable using modern office software, digital marketing tools (Canva), and digital organization platforms.

Drive: A proactive, self-starter attitude with a willingness to learn about the insurance and financial services industry.

What We Offer

Flexible scheduling to accommodate your classes.

Direct mentorship from an experienced professional in the Medicare and Life Insurance fields.

Real-world experience in running a small business, marketing, and client relations.

Essential Skills:

Bilingual (English/Spanish)

Canva & Digital Design

Google Workspace (Forms, Docs, etc.)

Client Communication