Financial Services Representative

At Blue Ocean Wealth Solutions LLC we help people accomplish their most important financial goals by implementing a customercentric approach using Insurance Investment Retirement Employee Benefits and Property & Casualty* Planning. As a Financial Services Representative you will work closely with clients to understand their financial goals assess their needs and recommend suitable solutions for their financial portfolios. We were awarded Top Long Island Workplaces from 2018 to 2024 by Newsday/ Dans Paper. This position is located in East Hills Long Island New York.

Financial Services Representative Responsibilities:

• Build and maintain strong relationships with clients understanding their financial goals objectives and risk tolerance by conducting a needs analysis
• Provide personalized financial advice and guidance to clients recommending suitable products and services such as retirement plans investments insurance feebased financial planning and wealth management solutions. We have a Financial Planning Team inhouse to assist you **
• Conduct portfolio reviews and analyses to ensure alignment with clients objectives and risk tolerance making appropriate adjustments as needed
• Stay updated on industry trends market conditions and regulatory changes to provide clients with uptodate and relevant information
• Collaborate with internal teams such as the investment director and insurance specialists to develop customized solutions
• Guide clients through a factfinding process and account opening and assist with necessary paperwork and documentation
• Provide ongoing client support and address inquires related to account activity performance and general financial matters
• Actively prospect and generate new business opportunities through referrals networking and other business development strategies

Financial Services Representative Qualifications:

• Excellent interpersonal skills
• Bachelors degree is preferred or experience in a similar role in the financial services industry
• Resultsorientated with a track record of achieving sales and business goals
• Ability to work independently and collaboratively in a team setting

What makes Blue Ocean Wealth Solutions LLC Unique:

• Commission Allowances and Bonuses
• Approximate expected first year earnings range from $90k to $130k***
• Health Insurance Health Savings Account Flexible Spending Account Dental Insurance Vision Insurance 401 (k) & Match ****
• Blue Ocean Wealth Solutions LLC will place you with a Sr. Financial Executive to share lead generation programs and existing client relationships
• State of the Art office with modern technology capabilities and teamwork culture
• Willing to obtain the Life & Accident and Health License and Series 7 & 66.
• Onsite Firm Weekly Series 7 training Study Group
• Flexibility to offer nonproprietary insurance through 3rd Party Relationships
• Internal localized Support from the Executive Leadership Team
• Initial 6month Executive Training Program and personalized development thereafter
• Participate in Blue Ocean Wealth Solutions LLC Awards and Recognition Programs

Visit our website at www.blueocean

We are an Equal Opportunity Employer.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color religion gender sexual orientation gender identity or expression national origin age disability genetic information marital status ancestry status as a protected veteran or any other protected classes in accordance with applicable federal state and local law. We are unable to sponsor or take over a sponsorship of an employment visa at this time.

*Property and Casualty is offered through Blue Ocean Protection Solutions LLC. **To do FeeBased Financial Planning or offer other investment/insurance advice you must be properly licensed. ***The average expected first year earnings range is an approximate figure based on historical performance. **** 401 (k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a fulltime career contract with MassMutual. Eligibility for subsidized benefits and beforetax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Professionals/Financial Services Representatives are independent contractors and are not employees of MassMutual its subsidiaries or of General Agents with whom they contract.