Own Your Practice. Expand Your Impact. Stay Rooted in Birmingham.
A Local Culture. A National Platform. A Future You Control.
Are you a seasoned advisor ready to outgrow the red tape of your current firm? Or a licensed rising star looking for real mentorship, leadership opportunities, and the freedom to build something meaningful?
At The Piedmont Group, we help financial professionals scale faster, own their brand, and build a legacy, not just production. With 19 locations and 200+ advisors across the Southeast, we offer the horsepower of a national firm with the authenticity of a local team—and we’re actively growing in Birmingham.
Why Advisors Are Choosing TPG:
* Freedom with Full-Scale Support: Our non-captive model gives you ownership of your book and business, with dedicated in-house support teams for planning, marketing, recruiting, and compliance.
* Leadership Without Limits: Launch your own team or DBA. Step into leadership when you’re ready, not when someone else says so.
* Southeast Roots. National Reach: Experience a Birmingham-based culture with access to one of MassMutual’s top-performing firms.
* Proven Transitions: Many of our advisors come from Northwestern Mutual, Ameriprise, Edward Jones, and others, seeking more ownership, support, and vision alignment.
* Mentorship that Moves You Forward: Learn alongside top-producing advisors who are invested in your growth, not just their own goals.
Who Thrives at TPG:
* Experienced, licensed advisors tired of limitations or a misaligned culture
* Growth-minded professionals seeking flexibility, resources, and leadership lanes
* Advisors who want to serve the Birmingham community, while building a firm that reflects their values
Let’s talk if you’re ready to build something bigger.
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.
Compensation
$100,500 - $129,650 at plan commission
About The Piedmont Group
We're a fast-growing, family-owned financial services firm and a non-captive general agency of MassMutual, with 19 locations across GA, AL, TN, 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 & 80 support staff, 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 NDAs
* Non-captive model with the freedom to grow
* Ability to build your own firm (DBA)
* Performance-based bonuses
* International travel opportunities
* 80+ in-house experts in marketing & media, compliance, planning, and recruiting
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