Financial Agent Entry Level

Job Description

Job Description

Benefits:

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

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

Meet Our Team:

Ryan Myers – Senior Partner: Ryan joined New York Life 12 years ago and now serves as a Senior Partner, where he is passionate about developing financial professionals and helping clients achieve their goals. Before New York Life, he worked as a certified snowboard instructor and bartender/restaurant manager, building a strong foundation in leadership and client service. Outside of work, Ryan enjoys snowboarding, fishing, and spending as much time outdoors as possible with his dog, Kinley.

Eduardo Torres – Financial Services Professional: Eduardo joined New York Life two years ago after a successful career as a personal trainer, where he developed a passion for helping others reach their goals. He recently qualified as an Executive Council agent, reflecting his dedication to serving clients and achieving excellence early in his career. Today, he enjoys guiding individuals and families toward financial confidence while continuing to prioritize health and wellness. Outside of work, Eduardo is passionate about fitness and practices jiu-jitsu.

Cadron Swanby – Financial Services Professional: Cadron joined New York Life in 2026 after building his career in marketing, sales, and business development. Prior to New York Life, he served as Head of Marketing and Sales at EVO and also gained valuable experience in solar sales. Outside of work, Cadron enjoys music and spending time DJing for friends and family.

What You’ll Do:

• 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.

Why This Opportunity Stands Out:

• Clear long-term career growth, including opportunities to pursue leadership and management as your practice develops (no waiting for openings or seniority).
• Uncapped income potential * with multiple compensation streams.
• Early financial support and training allowances * during your initial development phase.
• Industry-leading training, mentorship, and professional development.
• Long-term income opportunities through renewals and continued client relationships.

This opportunity is ideal for individuals who are:

• Ambitious, competitive, and results-driven.
• Coachable and growth-minded.
• Comfortable being accountable for outcomes.
• Strong communicators who enjoy building client relationships.

You may be a strong fit if you:

• 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

Benefits and Compensation:

• Benefits: Includes 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 to help support your long-term financial future.*
• Competitive Compensation: This position is compensated through commissions and performance-based incentives. Based on historical results, representatives may earn approximately $97,000–$192,000 annually; actual earnings vary and are not guaranteed.
• Training and Professional Development: Access to industry-leading training, mentorship, certifications, and career development resources to help you build your financial practice.
• Work-Life Balance: Flexible scheduling allows you to create a career that fits your lifestyle while making a meaningful impact on clients. 

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.

Join Us in Making an Impact!
New York Life is more than just a financial services company. We’re a team dedicated to helping people achieve long-term financial security. If you’re ready to make a difference and grow your career, then consider joining our local team today!

*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.

Flexible work from home options available.