Sharing The Wealth of Opportunity

Looking to partner with a company that supports growth and work-life balance?

Consider Purdy Financial Group of Symmetry Financial Group.

At Purdy Financial Group, we offer not only best-in-class compensation and incentives, but also industry-leading career opportunities, exclusive and diverse lead programs, and the ability to work full- or part-time in a remote setting.

2021 BY THE NUMBERS

Watch the video below about our achievements in 2021

Job Qualifications

  • 2+ years sales experience recommended not required
  • Basic computer accessibility
  • Effective communication skills
  • Able to work independently
  • Is a team player
  • Can participate in team meetings
  • Willing to get a life/health insurance license
  • Highly motivated and a self starter

Responsibilites

  • Attend agency meetings
  • Make outbound calls daily
  • Handle objections
  • Schedule appointments with clients
  • Manage own schedule and determine whether to run appointments in person, on Zoom, or over the phone
  • Research and select carriers and insurance products for clients
  • Put quotes and client qualifications together
  • Meet with families either virtually or in person
  • Present coverage and material effectively
  • Fill out applications with clients
  • Work with underwriters to ensure business is put into place
  • Keep track of daily numbers and clients' business
  • Make follow up calls for clients and be their point of contact

Perks/Benefits

  • Warm leads
  • Carrier incentive trips
  • Remote opportunity
  • 1099 self employed position
  • Ongoing training and mentorship
  • Support with licensing
  • Cash bonuses, awards, prizes

These products are supported by over 30 top-rated insurance carriers such as:

Partner with Purdy Financial Group and receive mentorship from our top leaders who achieved their own success by using the same tools and methods you will use.

You will have access to great products, carriers, contracts, and one-on-one support. On top of that, you'll have access to free life insurance and deeply discounted group health insurance!
Can you say that about your current partnerships?

What makes working with us different?

We have fun, work hard
and actively pursue personal growth.

We are a team of go-getters who always go the extra mile for our agents. We believe that with hard work and dedication, growth potential is limitless. This attitude does not start and end at work, but it is reflected in all aspects of our lives. From helping others to building impactful relationships, our people-first mentality is contagious.

At Purdy Financial Group, we believe true fulfillment comes from being of service and giving back to the community. Through our frequent volunteer trips and numerous charitable contributions each year, we can put our best foot forward for ourselves, our family, and our neighbors. We have fun, work hard, and actively pursue personal growth..

Diverse and proven lead system for our entire product portfolio

Fast track training exclusively built for Symmetry agents

Marketing and recruiting support to build your business

Ongoing mentorship with calls, webinars and events

Find your work-life balance

Experience the Difference

Email: contact@purdyfinancialgroup.com
Phone: (904) 686-7978
Hours: Monday - Friday (9am - 5pm ET)

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