Hybrid opportunity in Pittsburgh, PA with a full-time role designed for client-focused professionals who enjoy building relationships and translating financial options into clear next steps. This position offers a competitive salary range of $70,000 to $150,000 per year, along with a benefits package built around stability and long-term planning.
The Financial Agent role at NYLIFE Securities, LLC / New York Life Insurance Company combines client engagement, marketing to generate leads, and practical support for benefits administration. You will also work with sensitive information, ensuring interactions align with HIPAA regulations, and you may use bilingual skills (if applicable) to better serve a diverse client base.
Responsibilities
- Engage with clients to assess their financial needs and provide tailored solutions.
- Conduct marketing efforts to promote financial services and generate leads.
- Communicate clearly and effectively, helping clients understand the benefits of financial products and options.
- Utilize available resources to expand market reach and enhance service offerings.
- Stay informed about HIPAA regulations to ensure compliance in all client interactions involving sensitive information.
- Provide support in benefits administration, helping clients navigate their options.
- Use bilingual skills (if applicable) to assist a diverse clientele in understanding financial products.
Requirements
- Strong communication skills with the ability to clearly articulate complex financial concepts.
- Proven negotiation skills, with a track record of achieving favorable outcomes for clients.
- Familiarity with benefits administration and HIPAA regulations is a plus.
- Bilingual candidates are encouraged to apply, as this will enhance service capabilities.
Benefits
- 401(k)
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Job type: Full-time
Work location: Hybrid remote in Pittsburgh, PA 15222
Pay: $70,000.00 - $150,000.00 per year
Experience: Previous experience in sales or finance is highly desirable. Experience in outside sales or sales administration will be advantageous.