About The PT Services Group

Founded in 1992, The PT Services Group provides advanced prospecting solutions exclusively to the financial services and insurance industry. Since 1992, PT has served nearly 1,000 insurance/financial services clients nationwide. Our team of inside salespeople calls only on business owners and CPAs to set qualified sales meetings in the areas of group health benefits, qualified plans, life insurance planning, business succession, and property and casualty insurance.

What employees say

“I have the opportunity to work with great people on a daily basis.”
“Provides me the autonomy I seek.”
“Everyone is treated with respect. There truly is the "human touch" at this company.”
“Everyone is committed to everyone else's success.”
“The camaraderie.”
Where to find The PT Services Group