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Account Executive

Expired Job

Puritan Financial Companies, Inc. Dallas , TX 75201

Posted 2 months ago

Are you looking to start your career? Looking to change careers? Want to use your competitive spirit, passion and motivation to join one of the fastest growing industries?

At Puritan Financial Group we are a comprehensive financial services firm that provides objective customized solutions to assist individuals in reaching their investment goals. We are committed to your success and offer assistance to help you attain the proper licenses with bonus compensation paid upon successful achievements. In this entry level role, we will provide you with a comprehensive two week paid training program along with partnering you with an experienced mentor during your field training.

The Opportunity

We offer a true career opportunity with top-notch training, promotions only from within and a career path into management.We are looking for an Account Executive with an outgoing and engaging personality and the ability to easily establish rapport with clients.

As an Account Executive with Puritan Financial, you will meet with 2 clients per day, 4 days per week; assess and document their needs through our proven system. Unlike a traditional insurance agent, Account Executives will have the advantage of a very competitive salary, additional commission opportunities, and upward mobility.

We believe in helping our clients to live well by providing personal service and conscientious financial advice, and by doing business the old fashioned way face-to-face, one-on-one.

Account Executive

Job Description:
  • Complete 2 appointments per day with our clients All appointments are Pre-set, no prospecting needed
  • Performing financial needs analysis
  • No license required

Account Executive Salary and Benefits:

  • Base salary, performance based bonus
  • Promotion after 180 days*
  • Travel reimbursement daily per diem
  • Vacation, sick and personal time
  • Paid holidays
  • Monthly Last Friday Off
  • No weekends
  • Pre-set appointments with existing database of clients (no prospecting)
  • Paid training and developmental programs


  • Ability to learn quickly and to incorporate feedback
  • Bachelors degree preferred, or equivalent work experience
  • Valid drivers license and reliable, insured vehicle
  • Ability to pass background check
  • Customer-facing sales or insurance experience, a plus

Puritan Financial Group is a subsidiary of Puritan Financial Companies which also includes a Life Insurance Company, Registered Investment Advisory Firm, and Broker-Dealer.


  • Comprehensive benefits plan including medical, dental, vision and 401(k) plan
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Account Executive

Expired Job

Puritan Financial Companies, Inc.