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

Puritan Financial Companies, Inc. Sacramento , CA 94203

Posted 3 months ago

PRODUCER/ADVISOR - FINANCIAL SERVICES and ANNUITIES (Sacramento/Fairfield area)

HIGH COMPENSATION POTENTIAL

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

Requirements

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)

Benefits

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.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Chase Wealth Management Financial Advisor West Sacramento CA (W Capitol And Jefferson)

Jpmorgan Chase & Co.

Posted 1 week ago

VIEW JOBS 8/6/2019 12:00:00 AM 2019-11-04T00:00 Chase Wealth Management Financial Advisor - West Sacramento, CA (W Capitol and Jefferson) Req #: 190075179 Location: West Sacramento, CA, US Job Category: Wealth Management Job Description: At JP Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you'll be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As part of Consumer Banking, the branch-based Chase Wealth Management Financial Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You are responsible for providing an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. What you will possess * Teamwork and Influence. You champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion. * Disciplined Practice Management. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You'll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients. * Customer Obsession. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You have a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments. * One Chase Approach. You provide a holistic view of clients' needs and financial coaching beyond investments. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want. What you will receive Comprehensive compensation that includes a base salary, monthly incentives based on revenues and a Net New Money award annually. JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy. As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran. INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Licenses, Designations, and Education * At least 1 year in a Banker role or equivalent financial services experience. * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment * Certified Financial Planning (CFP®) certification is preferred * Bachelor's degree preferred Jpmorgan Chase & Co. West Sacramento CA

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

Puritan Financial Companies, Inc.