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Financial Benefits Advisor

Expired Job

Puritan Financial Companies, Inc. Pomona , CA 91766

Posted 3 weeks ago

Financial/insurance sales professionals, are you looking for an opportunity to build a long-term career with a leading company? Puritan Life Insurance Services is looking for proven agents. We provide all preset qualified company appointments. Join us by putting your skills to work. Puritan Life Insurance Services is a financial organization dedicated to serving the financial needs of retirees and those approaching retirement. We believe in helping our clients to live well by providing personal service and conscientious financial advice, and by doing business with integrity. In addition to our agency, we have a broker-dealer and an IAR in house to facilitate and expedite your business, and provide complete help to our clientele.

As we continue to grow, we are looking for experienced and licensed advisors to service our clients and help them reposition improperly positioned assets to address their areas of concern. We offer very competitive compensation and benefits, as well as a true career path, with plenty of room for advancement toward positions of greater responsibility. If you are tired of endlessly prospecting for your next sale, we want to talk with you. Contact us today!

Job Responsibilities

We are looking for experienced agents who combine effective and patient leadership skills with the ability to make sales and close deals. You should display excellent communication skills, as well as the ability to easily establish rapport and credibility with clients.

Your specific duties in this role will include:

  • Discover and evaluate through thorough fact finding all the client needs, including wealth and retirement management/protection, and provide the essential tools to help them get there.
  • Create a detailed solution, unique to each clients goals and aspirations.
  • Executing go backs and closing sales that your team has identified for you
  • Ensuring that clients needs are met
  • Delivering monthly gross production and net submitted premium targets
  • Managing effective agent communication


Job Requirements

Specific qualifications for this position include:

  • 1 year of proven closing ability (Preferred)
  • Experience selling Annuities, Final Expense and Life insurance
  • Current Series 65 (Preferred)
  • Current Life and Health insurance license (Required)


Here is just some of what we have to offer:

  • Base salary + commission
  • Company vehicle
  • Preset appointments, NO PROSPECTING for leads required
  • Average first-year income of $100,000 with genuine potential for growth and opportunity to earn much more.
  • Medical, dental, and vision coverage
  • Life insurance
  • 401(k)
  • Vacation
  • Paid holidays
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Financial Benefits Advisor

Expired Job

Puritan Financial Companies, Inc.