Financial Advisor

3 weeks ago

Birmingham, United States The Piedmont Group Full time

Local, experienced advisors have joined this location to elevate their practice. Are you next? Apply & explore The Piedmont Group MassMutual. As a non-captive agency, The Piedmont Group serves advisors who are focused on building and flourishing, as business owners. TPG is comprised of over 100 advisors who, either started with our agency or joined us from a competing firm in order to grow their practice. This position molds career changers, college grads, & industry professionals, into seasoned financial advisors. In this recruiting process, you will meet a wide variety of financial professionals who have transitioned to TPG. We are looking to grow, are you? Responsibilities: • Develop and deliver risk management strategies for each customer based on their risk profile. • Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction. • Set meetings with new and potential clients to listen to their needs, taking into account their financial statuses and stage-of-life priorities, and present insurance plan options tailored to their individual circumstances. Qualifications: • You must either have U.S. Citizenship or a Green Card and live in the United States. • Previous sales or industry experience is preferred. • Life and Health License, SIE, and 7 required by 6 months of hire. • High school diploma mandatory; four-year undergraduate degree strongly preferred. • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations. About Company: The Piedmont Group is a young and agile financial services firm and a general agency of MassMutual. We are dedicated to helping our financial professionals exceed their potential & enjoy a fulfilling career, while providing comprehensive financial planning. TPG facilitates an inclusive environment that represents our core values: growth, family, teamwork, and happiness. We Offer Our Advisors: Competitive benefits package (medical and dental, life and disability insurance, and thrift and pension plans)We are a non-captive firmPerformance-based bonus structureInternational Travel OpportunitiesOpportunity to own and operate your own firm (DBA)

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