Holistic Financial Professional | Path to Financial Advisor

New York Life Insurance Co.; Eugene, Springfield (OR, OR); On-site; USD 60,000 - 120,000; Full time

Job summary

New York Life Insurance Co. is seeking thoughtful, relationship-oriented professionals to help individuals, families, and business owners make informed financial decisions.

You do not need prior securities licenses; NYL provides training, mentoring, and resources to develop your knowledge and practice. The career begins as a Financial Professional (Agent), with opportunities to pursue licensing and credentials, eventually expanding into securities-based solutions and advisory services as you

Qualifications

• Experience in financial services is not required.
• Willingness to obtain required licenses.
• Strong interpersonal skills and curiosity about clients.

Responsibilities

• Build meaningful, long-term relationships with clients.
• Meet with clients to understand goals and overall financial picture.
• Identify protection and retirement needs within licensing.
• Educate clients to help them make informed decisions.
• Develop your professional practice through networking and referrals.
• Participate in ongoing training and mentoring.
• Collaborate with NYL specialists for complex client situations.
• Expand your practice into securities and advisory services as you license.

Skills

Communication skills

Active listening

Relationship building

Entrepreneurial mindset

Self-direction

Networking ability

Job description

What if a career in financial services were less about watching markets and more about understanding people?

We are looking for thoughtful, relationship-oriented professionals who are curious about building a career helping individuals, families, and business owners make important financial decisions with greater clarity and confidence.

You do not need to come to this opportunity as a financial expert or already hold securities licenses. New York Life provides extensive training, mentoring, and resources to help Financial Professionals develop their knowledge and build their practice. The career begins as a Financial Professional (Agent), with opportunities to pursue additional licensing and credentials over time, including becoming a Registered Representative and, for those who qualify and choose that path, a Financial Advisor.

The work is holistic and highly relational. You will learn to understand what matters to clients, uncover questions they may not know to ask, identify financial needs and priorities, and help them consider appropriate strategies for protection, retirement, accumulation, distribution, and legacy goals.

As your experience, licensing, and credentials grow, so can the scope of the work you are qualified to provide.

What You'll Do

• Build meaningful, long-term relationships with individuals, families, and business owners in your community.
• Meet with clients to understand their goals, priorities, concerns, and overall financial picture.
• Help clients identify protection needs and consider appropriate insurance and retirement solutions within the scope of your licensing.
• Educate clients so they can better understand their choices and make informed financial decisions.
• Develop your own professional practice through networking, relationship‑building, referrals, community involvement, and other approved business‑development activities.
• Participate in ongoing training, mentoring, coaching, and professional development.
• Work collaboratively with New York Life specialists and other professionals when a client's circumstances call for additional expertise.
• As you obtain additional licenses and meet applicable requirements, expand your practice into securities‑based solutions and potentially advisory services and more comprehensive financial planning.

Who We're Looking For

Financial-services experience can be helpful, but it is not required.

• Strong communication and listening skills
• Genuine curiosity about people and what they are trying to accomplish
• An ability to explain complex ideas clearly and comfortably
• Relationship‑building skills and a desire to serve others
• Self‑direction, initiative, resilience, and follow‑through
• Comfort developing new relationships and building a professional network
• An entrepreneurial mindset and interest in building a practice over time
• A willingness to learn, obtain required licenses, and continue developing professionally

People come to this career from many different backgrounds. Education, teaching, business ownership, military, healthcare, banking, insurance, sales, leadership, law enforcement, nonprofit work, coaching, hospitality, and other people‑centered professions can all develop skills that translate meaningfully to this work.

Training and Career Progression

You do not have to arrive knowing how to do all of this.

New York Life provides Financial Professionals with training, licensing and professional‑development resources, mentoring, peer learning opportunities, and access to specialists who can support more complex client situations.

A potential career progression may include:

Financial Professional (Agent) → Registered Representative with NYLIFE Securities LLC → Financial Advisor

Each stage has its own licensing, training, production, compliance, and eligibility requirements. Individuals can build a career that reflects their interests and goals; not everyone needs to pursue the same path.

Why This Career

This is an opportunity to build something of your own while having the resources and support of an established company behind you.

For the right person, the appeal is the combination of purpose, relationships, entrepreneurship, professional growth, and flexibility. The work can grow with you as your knowledge, credentials, client relationships, and practice develop.

• If you are curious about whether your existing skills could translate into a career helping people make thoughtful financial decisions, I'd enjoy having that conversation.