What are the responsibilities and job description for the Licensed Financial Advisor position at Wizehire?
Are you a financial advisor who has outgrown their firm? Our Birmingham office is hiring financial advisors who are seeking to accelerate their career. The Piedmont Group advisors, focus on all aspects of wealth management & holistic financial planning. We have the resources & versatility to accommodate seasoned and new professionals, in this role. If you have explored the financial advisory career path, but couldn't find a fit, apply to TPG. Join our team and discover why advisors leave their firm, to grow with The Piedmont Group. Your clients deserve the best services, and you deserve to elevate your practice. The time is now.
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
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 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