Account Executive / Client Relations

Job Description

Financial Services Professional - Empower Your Career in Pittsburgh, PA!

Are you a dynamic individual with a passion for finaal planning and a knack for connecting with people? Look no further! Our company is seeking a motivated Financial Services Professional to join our team in Pittsburgh, PA.

About Us

At New York Life,, we believe in empowering our clients to achieve their financial dreams. We provide personalized financial solutions and guidance to help individuals and families navigate their financial journey with confidence.

Responsibilities

- Meet with clients, both in-person and virtually, to assess their financial needs and goals.

- Develop customized financial plans and strategies to help clients achieve their objectives.

- Build and maintain strong client relationships through regular communication and support.

- Stay updated on industry trends and regulations to provide informed advice to clients.

- Collaborate with team members and mentors to continuously improve your skills and expertise.

Qualifications

- Bachelor's degree preferred.

- Minimum of 3 years of experience in sales, retail, or customer service roles.

- Strong interpersonal and communication skills.

- Entrepreneurial mindset with a passion for helping others.

- Ability to work independently and manage your own schedule effectively.

Compensation

OTE: $80,000 - $100,000 First Year

Merit based/commission income

Training Allowance

Stipend Activity Bonus

Expense Allowance

Benefits

- Performance-based bonuses and incentives.

- Comprehensive benefits package, including health insurance, dental insurance, vision insurance, and 401(k) options.

- Flexible work schedule with hybrid remote options.

Location

This position is based in Pittsburgh, PA (15219), and candidates must reside within 100 miles of our office location.

Join Our Team

Application Instructions

To apply, please submit your resume and a brief cover letter outlining your experience and why you're passionate about joining our team.Company Description

Our Culture:

Is committed to building a workplace where everyone is welcomed and given the support and resources to build and advance their careers. We want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.

Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.

Provides continuous training and developmental opportunities to help you achieve your goals, whatever your background or experience.

Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.