Financial Professional Career Changers

Overview

This opportunity is for individuals seeking to build a career as a Financial Professional. No prior experience in financial services is required. The organization provides comprehensive training, mentorship, licensing support, and ongoing development to help you develop your financial practice.

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 knowledge through comprehensive training, mentorship, and required licensing.
• Grow your practice through networking, referrals, and community involvement.

Requirements

• Ambitious, competitive, and results-driven.
• Coachable and growth-minded.
• Comfortable being accountable for outcomes.
• Strong communicators who enjoy building client relationships.
• Experience in sales, client-facing roles, business development, or leadership (formal experience is helpful but not required).
• Experience operating in environments where results, accountability, and performance matter.
• Background such as business ownership, management, military service, athletics, or other competitive fields.
• Hold a bachelor’s degree or higher (MBA or advanced degree is a plus, not required).

Preferred Qualifications

• Experience in sales, client-facing roles, business development, or leadership.
• Bachelor’s degree or higher.
• MBA or advanced degree (preferred, not required).

Compensation & Benefits

• 401(k)
• Bonus based on performance
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance
• Benefits include Medical, Dental, Vision, Life, and Long-Term Disability Insurance.*
• Retirement Benefits: access to retirement programs, including a 401(k) Savings Plan with company match and a Cash Balance Pension Plan.*
• Competitive compensation: In 2024, the average income for Financial Professionals was $120,555.**
• Uncapped income potential* with multiple compensation streams.
• Early financial support and training allowances* during the initial development phase.
• Long-term income opportunities through renewals and continued client relationships.

*This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern.

Location

• 1001 SW Disk Dr., Suite 250, Bend, OR 97702
• Flexible work from home options available.

Important Disclosures & Program Details

• Specific production, licensing, and performance requirements must be met before transitioning to field management.
• Advancement is not guaranteed and is based on individual results.
• Income and compensation are not guaranteed and depend on individual performance, production, licensing, and applicable compensation plans.
• Compensation plans are subject to change at the Company’s discretion.
• Securities products may only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.
• Benefits, retirement plans, and training programs are subject to eligibility requirements and may change.