Careers

Get In Touch

If you would like to be considered for one of our entry level or experienced advisor positions, please click on a job title below or contact our national recruiter via email to apply.

Who We Are

Since Founder & CEO Matthew McIntyre opened our doors in 1994 the Puritan Financial family of companies has been dedicated to serving the financial needs of retirees and those approaching retirement age. 

If you have a desire to help people and possess integrity, strong work ethic, willingness and ability to learn, you may be a fit for Puritan.

Working for Puritan

Puritan has a genuine concern for its employees, and it shows. We believe that giving is really receiving. Our corporate mission statement is found in Luke 6:31, “Do to others as you would like them to do to you”. In doing this, we strive to care for the well-being of our clients and employees.

The Dallas Morning News ranked Puritan Financial Companies, Inc. among the top companies on its annual list of 100 Best Places to Work in the Dallas-Fort Worth Metroplex.

Open Positions

Tired of prospecting? We are looking for individuals with current production history of $2mm+/year in fixed index annuity sales. If that is you, we have an excellent opportunity with 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 recognized as one of the Best Places to Work. We are growing rapidly and looking for top performers in fixed index annuity sales.

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 while training
  • 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

Who Is the Ideal Puritan Life Insurance Advisor?

  • Process-oriented FIA sales leaders committed to following our proven approach
  • Ex-military, athletes, comfortable operating in a structured, measured and highly accountable environment…individuals 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 production history of $2MM+/year in fixed index annuity sales (required)
  • Current Series 65 (preferred, not required)

What Our Life Insurance Advisor Does

We are looking for a high performing FIA 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 

We Provide our Life Insurance Advisors with Great Benefits

  • Base salary while training
  • 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.

Tired of prospecting? We are looking for individuals with current production history of $2mm+/year in fixed index annuity sales. If that is you, we have an excellent opportunity for you with 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 recognized as one of the Best Places to Work. We are growing rapidly and looking for top performers in fixed index annuity sales.

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 while training
  • Target compensation $200k+ per year, plus monthly bonuses
  • Quarterly incentive trips to top producers
  • All training provided, including paid Series 65 licensing
  • 1 on 1 coaching & sales training with world renown sales trainer

Who Is the Ideal Puritan Life Insurance/Annuity Advisor?

  • Process-oriented FIA sales leaders committed to following our proven approach
  • Ex-military, athletes, comfortable operating in a structured, measured and highly accountable environment…individuals 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 production history of $2MM+/year in fixed index annuity sales (required)
  • Current Series 65 (preferred, not required)

What Our Life Insurance/Annuity Advisor Does

We are looking for a high performing FIA 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

We Provide our Life Insurance/Annuity Advisors with Great Benefits

  • Base salary while training
  • Generous 1st year target compensation of $200k+ and a high potential for growth
  • 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 Financial Group is a Subsidiary of Puritan Financial Companies, which also includes a Registered Investment Advisory.

Tired of prospecting? We are looking for individuals with current production history of $2mm+/year in fixed index annuity sales. If that is you, we have an excellent opportunity with 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 recognized as one of the Best Places to Work. We are growing rapidly and looking for top performers in fixed index annuity sales.

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 while training
  • 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

Who Is the Ideal Puritan Life Insurance Advisor?

  • Process-oriented FIA sales leaders committed to following our proven approach
  • Ex-military, athletes, comfortable operating in a structured, measured and highly accountable environment…individuals 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 production history of $2MM+/year in fixed index annuity sales (required)
  • Current Series 65 (preferred, not required)

What Our Life Insurance Advisor Does

We are looking for a high performing FIA 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

We Provide our Life Insurance Advisors with Great Benefits

  • Base salary while training
  • 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.

Thank you!

We will reach out to you soon.
In the meantime please feel free to look around our website and social channels!

Thank you!

We will reach out to you soon.
In the meantime please feel free to look around our website and social channels!