Financial Advisor

Company: The Piedmont Group
Location: Birmingham
Posted on: April 13, 2025

Job Description:

Are you a Financial Advisor looking to quadruple your production? Join our Birmingham office to experience proven exponential growth. Surround yourself with top producers and learn from industry leaders. Meet our CEO to discover how we can elevate your career. Take ownership of your practice, expand your team, and access cutting-edge resources. Join The Piedmont Group for unparalleled growth, support, and rewards. Apply now and take your practice to the next level in Alabama. The time to take control of your practice is now.

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.

Qualifications:
--- 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.

About Company:
We're a fast-growing, family-owned financial services firm and a non-captive general agency of MassMutual, with 19 locations across GA, AL, and VA. As the 7th largest MassMutual agency nationwide, we're proud to rank 3rd in first-year agent production and 4th in contracted planning fees ($4M). With 200+ financial professionals, we're committed to helping you thrive-personally and professionally-through holistic planning and a culture rooted in growth, family, teamwork, and happiness.

What We Offer:

Full ownership of your practice - no NDAsNon-captive model with the freedom to growAbility to build your own firm (DBA)Competitive benefits: health, life, disability, 401(k), pensionPerformance-based bonusesInternational travel opportunities50+ in-house experts in marketing, media, compliance, planning, and recruiting

Keywords: The Piedmont Group, Birmingham , Financial Advisor, Accounting, Auditing , Birmingham, Alabama