Financial Representative

New York Life Insurance Co.; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Job summary

New York Life Insurance Co. is hiring a Financial Representative in Pittsburgh, PA. The role is full-time, on-site, and centers on meeting clients to understand their financial goals, assess their situation, and develop tailored strategies and product recommendations.

You will explain insurance and investment options, prepare retirement plans, and maintain thorough records. The position requires strong communication and integrity, with a drive to build a client base through networking and

Qualifications

• Strong knowledge of Financial Planning and Retirement Planning.
• Foundational expertise in Finance and Investments.
• Excellent communication, interpersonal and client relationship skills.
• High integrity, professionalism and regulatory compliance.

Responsibilities

• Meet with clients to understand financial goals and assess their situation.
• Develop tailored strategies and product recommendations.
• Explain insurance and investment options and prepare financial plans.
• Follow up with clients and maintain accurate documentation and records.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Communication

Interpersonal Skills

Client Relationships

Regulatory Compliance

Integrity

Education

Bachelor’s degree in finance or business

Licenses (state insurance, FINRA) or willingness to obtain

Job description

Company Description New York Life is a mutual company with over 180 years of experience helping individuals and families achieve long-term financial milestones. The organization is committed to transparency, integrity, and objectivity, and supports local communities through a strong culture of giving and volunteerism, including the New York Life Foundation. Team members benefit from a focus on development, career growth, collaboration, innovation, and diversity & inclusion, supported by robust training and professional resources. New York Life offers insurance, investments, retirement, and advisory services through its affiliated companies and maintains strict standards for licensing and credentialing. The company is an Equal Opportunity Employer that welcomes talent of all backgrounds and identities.

Role Description The Financial Representative role is a full-time, on-site position based in Pittsburgh, PA. In this role, the Financial Representative meets with clients to understand their financial goals, assesses their current situation, and develops tailored strategies and product recommendations. Daily activities include explaining insurance and investment options, preparing financial and retirement plans, following up with clients, and maintaining accurate documentation and records. The role also involves prospecting and networking to build a client base, staying up to date on market trends and company offerings, and collaborating with internal specialists to deliver comprehensive financial solutions. Financial Representatives are expected to adhere to regulatory standards and company compliance policies while providing excellent client service.

Preferred Qualifications but not Required

• Strong knowledge of Financial Planning and Retirement Planning to help clients build long-term strategies. (Understanding of Insurance products and solutions to address protection and risk management needs.
• Foundational expertise in Finance and Investments to guide clients in growing and preserving assets.
• Excellent communication, interpersonal, and client relationship skills, with the ability to explain complex concepts clearly.
• High level of integrity, professionalism, and commitment to ethical standards and regulatory compliance.
• Bachelor’s degree in finance, business, economics, or a related field preferred; relevant licenses (e.g., state insurance license, FINRA registrations) or willingness to obtain them.
• Strong analytical and problem-solving abilities, with comfort using financial tools and software.
• Motivation to build and grow a client-focused practice, including networking and business development activities.