Financial Professional Career Changers

New York Life - Central Oregon • Bend, OR

5d • $70,300 - $102,000 • Hybrid

About The Position

New York Life - Central Oregon is seeking driven, growth-minded individuals to build a financial services career. No prior financial services experience is required; the team provides training, mentorship, licensing support, and ongoing development. The role involves building an independent client base and financial practice, helping individuals, families, and business owners protect what matters through personalized insurance and financial strategies, and providing ongoing guidance as clients’ needs evolve. Candidates grow their practice through networking, referrals, and community involvement. The team emphasizes intentional leadership, high standards, individual development, and service to the Central Oregon community, including year-round volunteer opportunities.

The opportunity offers potential paths to leadership and management as a practice develops, multiple compensation streams, early financial support and training allowances during initial development, and potential long-term income through renewals and continued client relationships. Advancement is not guaranteed and depends on individual results and stated production, licensing, and performance requirements. Income is not guaranteed and depends on performance, production, licensing, and applicable compensation plans, which may change. Securities products may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC. Benefits, retirement plans, and training programs are subject to eligibility requirements and may change.

The office is located at 1001 SW Disk Dr., Suite 250, Bend, OR 97702. Flexible work-from-home options are available. Scheduling is flexible. The posting states that the average income for Financial Professionals in 2024 was $120,555; this is not a guaranteed income.

Requirements

• Ambitious, competitive, and results-driven.
• Coachable and growth-minded.
• Comfortable being accountable for outcomes.
• Strong communicator who enjoys building client relationships.
• A bachelor’s degree or higher is suggested as a potential fit, but is not required.
• Meet applicable licensing, production, and performance requirements for advancement to field management.

Nice To Haves

• Experience in sales, client-facing roles, business development, or leadership; formal experience is helpful but not required.
• Experience in business ownership, management, military service, athletics, or other competitive fields.
• An MBA or other advanced degree.

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, dental, vision, life, and long-term disability insurance, subject to eligibility.
• 401(k) Savings Plan with company match, subject to eligibility.
• Cash Balance Pension Plan, subject to eligibility.
• Flexible scheduling.
• Training, mentorship, certifications, and career development resources.
• Early financial support and training allowances during the initial development phase.
• Potential long-term income through renewals and continuing client relationships.
• Opportunity for advancement, subject to individual results and requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed