Financial Professional Career Changers

New York Life - Greater OregonTigard, OR
$65,900 - $91,100Hybrid

About The Position

Join the team at New York Life - Greater Oregon! At New York Life – Greater Oregon, our mission is to identify, recruit, and develop exceptional financial professionals, empowering them to achieve levels of success they may never have imagined through meaningful work that makes a lasting difference for clients, the office, and the community. Led by an award-winning leader who previously served as Managing Partner of New York Life's Nashville General Office, was named Partner of the Year in Alaska, and earned two consecutive Executive Council qualifications as an advisor, our team is built on mentorship, continuous learning, and accountability. We believe that with the right training, support, and opportunity, driven individuals can become confident leaders while helping families and businesses achieve financial security. Beyond the office, we're proud to give back to our community by supporting organizations like Camp Erin Oregon and the Down Syndrome Network Oregon (DSNO). Our office is located at: 10260 SW Greenburg Rd., Suite 1150 Portland, OR 97223

Requirements

  • Ambitious, competitive, and results-driven.
  • Coachable and growth-minded.
  • Comfortable being accountable for outcomes.
  • Strong communicators who enjoy building client relationships.
  • Have experience in sales, client-facing roles, business development, or leadership (formal experience is helpful but not required)
  • Have operated in environments where results, accountability, and performance matter
  • Come from a background such as business ownership, management, military service, athletics, or other competitive fields

Responsibilities

  • Learn the business by building your own client base and developing your financial practice.
  • Help individuals, families, and business owners protect what matters most through personalized insurance and financial strategies.
  • Build lasting client relationships while providing ongoing guidance as clients' needs evolve.
  • Develop your knowledge through comprehensive training, mentorship, and required licensing.
  • Grow your practice through networking, referrals, and community involvement.

Benefits

  • Medical, Dental, Vision, Life, and Long-Term Disability Insurance.
  • Access to retirement programs, including a 401(k) Savings Plan with company match and a Cash Balance Pension Plan to help support your long-term financial future.
  • Access to industry-leading training, mentorship, certifications, and career development resources to help you build your financial practice.
  • Flexible scheduling allows you to create a career that fits your lifestyle while making a meaningful impact on clients.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service