Senior Financial Advisor

The Piedmont Group

Senior Financial Advisor

Birmingham, AL
Full Time
Paid
  • Responsibilities

    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 200+ 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 • 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 highly preferred. Applicants with successful careers in sales are our top producers. Compensation: $98,500 - $126,650 at plan commission yearly

    • 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

  • Compensation
    $98,500-$126,650 per year