Financial Professional - Seeking Athletes
About The Position
New York Life – Greater Oregon is seeking driven, competitive individuals, including former athletes, to build a financial services practice. The role involves developing a client base and helping individuals, families, and business owners protect what matters most through personalized insurance and financial strategies. Financial professionals build lasting client relationships and provide ongoing guidance as clients' needs evolve. The company offers training, mentorship, licensing support, and professional development to help new financial professionals develop their knowledge and practice. Practice growth may come through networking, referrals, and community involvement. Longer-term opportunities may include leadership and management, subject to production, licensing, performance, and other requirements; advancement is not guaranteed. Compensation is performance-based and not guaranteed. The posting reports that the average income for Financial Professionals in 2024 was $120,555. Early financial support and training allowances may be available during the initial development phase. Flexible scheduling and work-from-home options are available. The office is located at 10260 SW Greenburg Rd., Suite 1150, Portland, OR 97223.
Requirements
- Experience in sales, client-facing roles, business development, or leadership is helpful but not required.
- Experience in environments where results, accountability, and performance matter.
- A background such as business ownership, management, military service, athletics, or another competitive field may be a good fit.
- Meet applicable licensing, production, and performance requirements.
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 financial services 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 allowances and early financial support during the initial development phase may be available
- Training, mentorship, certifications, and career development resources
- Performance-based bonus
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
