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Financial Services Professional

2 months ago

Birmingham, Alabama, United States The Piedmont Group Full time
Job Opportunity

We are seeking a highly skilled and motivated Financial Services Professional to join our team at The Piedmont Group in Birmingham, AL, US. As a Wealth Management Specialist, you will play a key role in enhancing the financial well-being of individuals and families within our community.

Key Responsibilities
  • Develop and deliver comprehensive financial planning services to clients, including risk management strategies and insurance solutions.
  • Stay up-to-date with industry protocols and policy changes to ensure compliance and mutual satisfaction.
  • Build and maintain strong relationships with clients, understanding their financial goals and priorities.
Requirements
  • U.S. Citizenship or a Green Card and residency in the United States.
  • Previous sales or industry experience preferred.
  • Life and Health License, SIE, and 7 required within 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 The Piedmont Group

We are a young and agile financial services firm and a general agency of MassMutual. Our mission is to help our financial professionals exceed their potential and enjoy a fulfilling career, while providing comprehensive financial planning. We value growth, family, teamwork, and happiness.

We offer our advisors:

  • A competitive benefits package, including medical and dental insurance, life and disability insurance, and thrift and pension plans.
  • We are a non-captive firm, offering flexibility and autonomy.
  • A performance-based bonus structure, recognizing and rewarding individual and team achievements.
  • International travel opportunities, expanding your professional network and experiences.
  • The opportunity to own and operate your own firm (DBA), empowering your entrepreneurial spirit.