What are the responsibilities and job description for the Financial Advisor position at Wizehire?
The average Financial Advisor's production grows 4x, at our firm. Why wait another year hoping yours will too. Explore what our agency can do for your practice.
Our Birmingham office has helped facilitate growth for new, local advisors & experienced advisors, in Alabama. We are seeking financial professionals who are eager to be surrounded by top producers and learn from top-tier leadership. In this interview process, you will meet our CEO and understand the vision we have set in place for elevating your career. Are you a financial advisor with aspirations of growing your production, and team, and having ownership of your practice, & the latest resources? Apply and explore why financial advisors are moving their practice to The Piedmont Group, for next-level growth, support, and compensation.
Compensation
$98,500 - $126,650 at plan commission
Responsibilities
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
Our Birmingham office has helped facilitate growth for new, local advisors & experienced advisors, in Alabama. We are seeking financial professionals who are eager to be surrounded by top producers and learn from top-tier leadership. In this interview process, you will meet our CEO and understand the vision we have set in place for elevating your career. Are you a financial advisor with aspirations of growing your production, and team, and having ownership of your practice, & the latest resources? Apply and explore why financial advisors are moving their practice to The Piedmont Group, for next-level growth, support, and compensation.
Compensation
$98,500 - $126,650 at plan commission
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.
- Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish.
- You must either have U.S. Citizenship or a Green Card and live in the United States.
- Life and Health License, SIE, and 7 required by 6 months of hire.
- Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations.
- Sales experience is highly preferred. Applicants with successful careers in sales are our top producers.
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 firm
- Performance-based bonus structure
- International Travel Opportunities
- Opportunity to own and operate your own firm (DBA)
Salary : $98,500 - $126,650
