Financial Representative

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.