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Licensed Life Insurance Representative

If you’re a successful life and annuity producer who wants to focus on selling and have someone else handle the details for you, then you’ve come to the right place.

At Puritan, we believe your talents should be focused where they can make the greatest impact - in front of the client. That’s why we pre-qualify & set our Representative’s appointments, provide real-time POS processing, and follow-through with exceptional client service… so you can spend your time meeting with clients and closing business.

If you’re ready to leave the hassle of administrative tasks and paperwork processing behind, then contact us today and start making the best use of your talents!

Due to acquisition and expansion, we currently have outstanding career opportunities for experienced, proven, licensed professionals to serve our existing, mature market client base in need of annuity and single premium life products.

Qualified Candidates MUST:

  • Possess a current Life Insurance license
  • Industry experience with demonstrated knowledge of life insurance products
  • Be able to travel up to a three (3) hour radius
  • Excellent communication and presentation skills
  • Operate under the highest level of ethics and integrity
  • Have the ability to build strong client rapport
  • A background in annuities is a plus

Puritan Financial Group Offers:

  • Competitive Compensation
    • Above average income potential
    • Bonuses and stock incentives
    • Unlimited earning potential - 100% commission based
  • Superior Administrative support
    • Pre-set appointments
    • Point of sale (POS) paperwork processing
    • Application processing
    • Client Services Department to manage your calls
  • Career Growth
    • Advancement opportunities
    • Strong Senior Level Leadership – you will receive continuous support from the District Manager and Regional Vice President, and report directly to the DM
    • Web-based training

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

If you’re a high energy professional with a commitment to integrity, honesty and excellence, Puritan Financial Group would like to talk with you!

Insurance Representative Application

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Financial Advisor

For anyone to achieve their financial goals in today’s complex environment takes a truly customized approach - one that is built on personal objectives, time frames, and investment styles. This approach can only be accomplished through the assistance of a trusted Financial Advisor.  A successful advisor helps clients articulate their personal financial goals, then partners with them to construct a long-term plan for achieving them.

Why Puritan Wealth Management Group?

At Puritan Wealth Management Group, we are uniquely positioned in a niche market and are looking for a select group of the brightest, most dynamic Financial Advisors, who are “high-energy” and “high-performers”, to meet with prospective clients that we pre-screen and pre-set for you…NO MORE COLD CALLS!

Because we are not a product manufacturer, we offer our clients an independent and objective perspective to their financial planning needs. We have partnered with some of the most recognized and highly rated companies in the insurance and investment industries, giving you the flexibility to do what you do best...  analyze the needs and propose the solutions based on a comprehensive financial needs assessment.

We offer a very competitive compensation program for our Financial Advisors including training, salary, high gross dealer concession (GDC) payouts, renewal commissions, and asset trails. Our Long Term Incentive Plan is designed to provide our Team Members with significant equity ownership opportunities based on annual FYGDC production. As a Puritan Wealth Management Group employee, you will have access to our benefits programs including group health, dental, vision, and 401(K) plans. You will be provided with a laptop computer and proprietary financial needs analysis and financial planning software programs.

NEXT STEPS...

To be considered for a position on the Puritan Wealth Management Team, you must meet the minimum licensing requirements: Series 6, 65, 63, and Group 1 Life and Health. Professional Designations are a plus. We seek only tenured financial services professionals with a minimum 3 years experience and a proven production and income record.

If you are interested in joining our Team, please complete this brief questionnaire and attach your resume in the space provided. You will be contacted in short order should your credentials match our firm’s requirements.

THANK YOU FOR CONSIDERING PURITAN WEALTH MANAGEMENT GROUP

Financial Advisor Application

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