Financial Agent Entry Level
About The Position
New York Life – Greater Oregon is seeking an entry-level Financial Agent to build a client base and develop a financial practice. The role helps individuals, families, and business owners protect what matters through personalized insurance and financial strategies, while providing ongoing guidance as clients’ needs evolve. Agents develop their knowledge through comprehensive training, mentorship, and required licensing, and grow their practices through networking, referrals, and community involvement. The opportunity offers potential long-term career growth, including possible leadership and management paths as the practice develops. Compensation may include multiple income streams and long-term income opportunities through renewals and client relationships. Early financial support and training allowances may be available during the initial development phase. Advancement, income, benefits, and training are subject to applicable requirements and individual results; income is not guaranteed. The office is located at 10260 SW Greenburg Rd., Suite 1150, Portland, OR 97223. Flexible work-from-home options are available, and flexible scheduling is offered.
Requirements
- Be ambitious, competitive, and results-driven.
- Be coachable and growth-minded.
- Be comfortable being accountable for outcomes.
- Have strong communication skills and enjoy building client relationships.
- Meet applicable production, licensing, and performance requirements to transition to field management; advancement is not guaranteed and is based on individual results.
Nice To Haves
- Experience in sales, client-facing roles, business development, or leadership; formal experience is helpful but not required.
- Experience in environments where results, accountability, and performance matter.
- A background in business ownership, management, military service, athletics, or another competitive field.
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 knowledge through training, mentorship, and required licensing.
- Grow the practice through networking, referrals, and community involvement.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Long-term disability insurance
- 401(k) Savings Plan with company match
- Cash Balance Pension Plan
- Flexible scheduling
- Training, mentorship, certifications, and career development resources
- Early financial support and training allowances during the initial development phase, subject to applicable terms
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
