Producer/Advisor - Financial Services And Annuities (Sacramento/Fairfield Area)

Puritan Financial Companies, Inc. Sacramento , CA 94203

Posted 3 months ago



Select opportunity for licensed insurance producer looking for world class training and a career path to 200k plus

Since 1994 the Puritan Financial family of companies has served the financial needs of retirees and those approaching retirement age. Proud to be consistently recognized as one of the Best Places to Work, most recently in 2019. We are growing rapidly and looking for top performers in annuity sales. If you have a production history of $2MM+/year in annuity sales, Puritan may be the place for you.

What Makes Puritan Unique - We are 100% focused on helping you make the sale:

  • No cold calling: 8-10 preset appointments weekly
  • Proven sales process & playbook that drives results for our sales team
  • Base salary of $4,000 month while training (3-6 months)
  • Target compensation $200k+ per year, plus monthly bonuses
  • Quarterly incentive trips to top producers
  • 100% car expenses covered by Puritan
  • All training provided, including paid Series 65 licensing
  • 1 on 1 coaching & sales training with world renown sales trainer

What Our Producer/Advisor Does

We are looking for a high performing sales leader who can lend their knowledge of effective leadership skills to manage all sales related activities, accomplish revenue and market penetration goals in your territory:

  • Coaching internal sales teams regarding identifying and presenting solutions
  • Meeting with high value clients via preset appointments
  • Making and implementing suitable recommendations on follow up client meetings
  • Ensuring clients needs are met quickly and with excellence
  • Delivering monthly gross production and net premium targets


Who Is the Ideal Puritan Producer/Advisor?

  • Process-oriented sales leaders committed to following our proven approach
  • Ex-military, athletes, comfortable operating in a structured, measured and highly accountable environmentindividuals with confidence, focus, persistence
  • High integrity men and women that care about people and want to help them secure their financial future
  • Competitive individuals striving for a secure financial future for themselves and/or their families
  • Disciplined professionals with the ability to easily establish rapport and credibility with senior citizen population and conduct 8-10 pre-set, in-home appointments each week
  • Current life and health insurance license (required)
  • Current Series 65 (preferred, not required)


We Provide our Producers/Advisors with Great Benefits

  • Base salary of $4000 month while training (3-6 months)
  • Generous 1st year target compensation of $200k+ and a high potential for growth
  • Company vehicle and all associated expenses (including gas, maintenance, repair, etc)
  • Quarterly incentive trips for high performing sales leaders
  • Medical, dental, and vision coverage
  • Life insurance
  • 401(k) retirement plan
  • Vacation, Holidays,and flex-time

Puritan Life Insurance Services is a subsidiary of Puritan Financial Companies, which also includes a Registered Investment Advisory.

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Producer/Advisor - Financial Services And Annuities (Sacramento/Fairfield Area)

Puritan Financial Companies, Inc.