6 Experienced Financial Professional Jobs in Pittsburgh, PA
New York Life - Greater Pittsburgh is Hiring an Experienced Financial Professional Near Pittsburgh, PA
Are you a leader who has the following traits?
- Competitive
- Entrepreneurial
- Coachable
- Communicative
- Self-disciplined
- Authentic
If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.
What we’re looking for...
We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
Training and development
We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents.
Digital tools
Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.
Products and solutions
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance and investment products such as mutual funds through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services, estate planning strategies and business solutions.
Human guidance
When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents.
Requirements:
- Life and Health License
- FINRA SIE, Series 6 or 7 (within 180 days of hiring)
- Sales experience
- College Degree Preferred but Not Required:
- Life Insurance industry experience
- Business ownership or proven entrepreneurship
- Knowledge of cultural markets
If you are:
- Highly motivated
- Goal oriented
- A strong communicator
- Organized
- Seeking a rewarding and challenging career
Backed by 175 years of experience. Product offerings, producer support, opportunity for advancement, personal growth, ongoing training and broad-spectrum marketing. New York Life innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives and more. Step into a client’s life and help them achieve their financial goals, while building a great career for yourselves in the process. Utilizing our expansive product lines our Agents work to guide individuals, families and businesses towards the financial strategy that is right for them. That is no easy task, but for the right person it can be a truly rewarding career with the potential for growth opportunities. Established in 1845, New York Life continues to be the leader in the financial advising space for the protection of and accumulation of wealth in the United States.
Job Summary
Full Time
$84k-109k (estimate)
05/17/2023
05/22/2024
The job skills required for Experienced Financial Professional include Coaching, etc. Having related job skills and expertise will give you an advantage when applying to be an Experienced Financial Professional. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Experienced Financial Professional. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Experienced Financial Professional positions, which can be used as a reference in future career path planning. As an Experienced Financial Professional, it can be promoted into senior positions as a Financial Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Experienced Financial Professional. You can explore the career advancement for an Experienced Financial Professional below and select your interested title to get hiring information.
If you are interested in becoming a Financial Professional, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Professional for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Professional job description and responsibilities
A financial advisor provides financial advice or guidance to customers for compensation.
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A financial advisor can be distinguished from an execution stockbroker that simply places trades for clients or a tax accountant who simply prepares tax returns without providing advice on how to maximize tax advantages.
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A financial advisor can also be a financial planner or provide financial planning as part of their repertoire of services.
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Financial advisors may run their own firm or they might be part of a larger office or bank.
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A financial advisor can offer tips on buying a car, saving for college, and refinancing a home mortgage.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Professional jobs
A wide variety of other licenses and certifications may be required depending on the services provided by a given financial advisor.
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To become a financial advisor, one first needs to complete a bachelor's degree.
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To use the CFP designation from the Certified Financial Planner Board of Standards, an advisor must complete a lengthy education requirement, pass a stringent test and demonstrate work experience.
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Many financial advisors, whether they already have professional degrees or not, go through certification programs for more training.
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Many financial firms also require a certain minimum GPA cut-off for new graduates, meaning that excellent grades are a must.
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Step 3: View the best colleges and universities for Financial Professional.
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