Financial Agent Seeking Athletes
About The Position
New York Life’s Central Oregon team is seeking driven, growth-minded individuals—particularly former athletes or other people from competitive backgrounds—to build a financial services career. Prior financial services experience is not required; training, mentorship, support, and licensing development are provided. The team emphasizes intentional leadership, high standards, professional and personal growth, and community service, including year-round volunteer opportunities. Financial Professionals build their own client base and financial practice, helping individuals, families, and business owners protect what matters through personalized insurance and financial strategies. They develop ongoing client relationships, grow their practices through networking, referrals, and community involvement, and participate in training and required licensing. The opportunity offers potential advancement to leadership and management as a practice develops, multiple compensation streams, early financial support and training allowances, and potential long-term income from renewals. Advancement and compensation are not guaranteed and depend on individual results, production, licensing, and applicable plan requirements. Flexible scheduling and work-from-home options are available. The office is located at 1001 SW Disk Dr., Suite 250, Bend, OR 97702.
Requirements
- No prior experience in financial services is required.
- Must meet applicable production, licensing, and performance requirements before transitioning to field management.
- Compensation depends on individual performance, production, licensing, and applicable compensation plans.
Nice To Haves
- Experience in sales, client-facing roles, business development, or leadership; formal experience is helpful but not required.
- Experience in results-driven, accountable, performance-focused environments.
- A background in business ownership, management, military service, athletics, or another competitive field.
- A bachelor’s degree or higher; an MBA or advanced degree is a plus but not required.
Responsibilities
- Build a client base and develop a financial practice.
- Help individuals, families, and business owners protect what matters through personalized insurance and financial strategies.
- Build lasting client relationships and provide ongoing guidance as clients’ needs evolve.
- Develop professional knowledge through training, mentorship, and required licensing.
- Grow the practice through networking, referrals, and community involvement.
Benefits
- Medical, dental, vision, life, and long-term disability insurance, subject to eligibility and plan terms.
- 401(k) Savings Plan with company match, subject to eligibility and plan terms.
- Cash Balance Pension Plan, subject to eligibility and plan terms.
- Performance-based bonus/uncapped income potential and multiple compensation streams; compensation is not guaranteed.
- Early financial support and training allowances during the initial development phase.
- Industry-leading training, mentorship, certifications, and career development resources.
- Flexible scheduling.
- Work-from-home options.
- Year-round volunteer opportunities and community involvement.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
