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The PT Services Group

Founded in 1992, The PT Services Group provides advanced prospecting solutions exclusively to the financial services and insurance industry. Since 1992, PT has served nearly 1,000 insurance/financial services clients nationwide. Our team of inside salespeople calls only on business owners and CPAs to set qualified sales meetings in the areas of group health benefits, qualified plans, life insurance planning, business succession, and property and casualty insurance.... Read more


To be nationally recognized as the premier provider of the most effective prospecting solutions.... Read more


To provide the highest-quality effective prospecting solutions as part of a superior client experience, to achieve sufficient profits to finance our future growth, to be a great place to work, and to contribute to the quality of life of people in our communities. We believe we will accomplish our mission and continuously improve our ability to serve our clients by fostering an environment which recognizes people as our greatest asset, enabling each of us to maximize our individual potential.... Read more

Additional Culture Details

With our success intertwined with the success of our clients, we believe that maintaining a high standard of excellence—in ability, motivation, and happiness—within our company is essential.

We champion an employee-centric culture where every member of the company is treated as a stakeholder and can participate in deciding the company’s direction and development. In addition to giving employees a voice within the organization, The PT Services Group provides extensive ongoing training and coaching support to foster long-term talent.
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Accountability, duty, dependability, reliability, trustworthiness
We at The PT Services Group feel a responsibility toward our employees, our clients, and our shareholders. We are responsible for providing employees with an atmosphere of teamwork, fairness, and involvement. We are committed to providing clients with exceptional value and a superior experience. We are accountable for our company’s growth and providing a reasonable return on investment for our shareholders.


Pittsburgh, PA


51 US Employees


Financial Services & Insurance - Other

Recent Awards