Description
Join a team of experienced local advisors in Birmingham, AL, who are taking their practice to new heights. Don't take my word for it. Apply and hear why the top financial advisors have chosen The Piedmont Group.
We are a non-captive agency that supports advisors who are dedicated to thriving, as independent business owners. With a community of over 100 advisors, TPG has welcomed professionals who have kickstarted their careers with TPG, and advisors who have outgrown their current employer. Throughout the recruitment process, you will engage with a diverse group of financial professionals who have successfully transitioned to TPG. If you're ready to grow with us, the opportunity awaits.
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