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Financial Advisor

3 months ago

Birmingham, United States The Piedmont Group Full time
Description

Join our team at The Piedmont Group in Birmingham, AL, US as we search for a Licensed Wealth Management Financial Advisor. We are a highly regarded financial services firm committed to delivering tailored solutions and exceptional value to our clients. This role offers you the chance to play a key role in enhancing the financial well-being of individuals and families within our community. With industry-competitive yearly commissions, your expertise and commitment will be duly recognized. As an advisor with The Piedmont Group, you will offer comprehensive financial planning services, foster enduring client connections, and assist clients in reaching their financial objectives. Work-life balance, career longevity, and new compensation heights are a few by-products of hard work, in this role. Are you ready to elevate your career?

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