Financial Advisor Position Available In Jefferson, Alabama
Tallo's Job Summary: Financial Advisor role available in Birmingham with The Piedmont Group, offering career growth opportunities and support to enhance financial planning skills. Candidates must have U.S. Citizenship or Green Card, Life and Health License, SIE, and 7 qualifications. Sales experience preferred. Join a top-ranking agency with competitive benefits and a non-captive model for practice ownership.
Job Description
Job Description:
If you are looking to leave your legacy in the financialindustry, then this role is for you. We are hiring elite career changers, licensed agents, & aspiringadvisors for our Birmingham location. This location is one of our19 thriving, nationally ranked agencies that have a track record ofgrowing business for experienced & new advisors, resulting incareer longevity and an advisor retention rate of 88%
- -What areyour career goals?
The Piedmont Group is motivated to elevate your practice with 50+support staff from marketing & media, to designing your DBA. TPGadvisors and investment specialists learn to master all aspects offinancial planning, which has led to us ranking 4th in the countryfor planning fees in MM ($4 mil). We cover the cost of alllicensure passed & encourage advisors to reach their fullpotential. This is an opportunity to sharpen your financialservices skillset and create a lifestyle reflective of your hardwork. Apply and see if you can keep up with our 200+ advisors whojoined TPG to take their practice to the next level. What legacywill you leave?
Responsibilities:
- Develop and deliver risk management strategies for eachcustomer based on their risk profile.
- Stay abreast of insurance industry protocols and policy changesto ensure fulfillment of all policy requirements, and monitorinsurance claims to ensure mutual satisfaction.
- Remain updated on insurance industry changes and protocols tofulfill all policy requirements and monitor insurance claims fromstart to finish.
Qualifications:
- You must either have U.S. Citizenship or a Green Card and livein the United States.
- Life and Health License, SIE, and 7 required by 6 months ofhire.
- Working knowledge of the insurance industry, insuranceproducts, risk management profiles, and related state and federalregulations.
- Sales experience is highly preferred.
Applicants withsuccessful careers in sales are our top producers.
About Company:
We’re a fast-growing, family-owned financial services firm and anon-captive general agency of MassMutual, with 19 locations acrossGA, AL, and VA. As the 7th largest MassMutual agency nationwide,we’re proud to rank 3rd in first-year agent production and 4th incontracted planning fees ($4M). With 200+ financial professionals,we’re committed to helping you thrive-personally andprofessionally-through holistic planning and a culture rooted ingrowth, family, teamwork, and happiness.
What We Offer:
Full ownership of your practice
- no NDAsNon-captive model with thefreedom to growAbility to build your own firm (DBA)
Competitivebenefits:
health, life, disability, 401(k),pensionPerformance-based bonusesInternational travelopportunities50+ in-house experts in marketing, media, compliance,planning, and recruiting