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Financial Services Professional

2 months ago

Birmingham, Alabama, United States The Piedmont Group Full time

About The Piedmont Group

We are a non-captive agency that supports experienced financial professionals who are dedicated to thriving as independent business owners. Our community of over 200+ advisors, across 15 locations, has welcomed professionals who have kickstarted their careers with us, and advisors who have outgrown their current employer.

Our Mission

We strive to provide a supportive environment where financial professionals can grow and succeed. Throughout the recruitment process, you will engage with a diverse group of financial experts who have successfully transitioned to our organization.

Responsibilities

  • Develop and deliver comprehensive risk management strategies for each client based on their unique risk profile.
  • Stay up-to-date with insurance industry protocols and policy changes to ensure compliance with all policy requirements, and monitor insurance claims to ensure mutual satisfaction.
  • Set meetings with new and potential clients to understand 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 reside 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.