Financial Services Representative

2 weeks ago

East Hills, United States Blue Ocean Wealth Solutions Full time

At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric 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 2023” by Newsday.


Financial Services Representative Responsibilities:

  • Build and maintain strong relationships with clients, understanding their financial goals, objectives, and risk tolerance by conducting a need analysis
  • Provide personalized financial advice and guidance to clients, recommending suitable products and services, such as retirement plans, investments, insurance, and wealth management solutions **
  • 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 up-to-date and relevant information
  • Collaborate with internal teams, such as the investment director and insurance specialists, to develop customized solutions
  • Guide clients through a fact-finding 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
  • Bachelor’s degree is preferred, or experience in a similar role in the financial services industry
  • Results-orientated 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. On-site Firm Weekly Series 7 training Study Group
  • Flexibility to offer non-proprietary insurance through 3rd Party Relationships
  • Internal localized Support from the Executive Leadership Team
  • We offer Training and Support for those who wish to do Fee-Based Holistic Financial Planning**
  • Initial 6-month Executive Training Program and personalized development thereafter
  • Participate in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs


Visit our website at


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.

*Property and Casualty is offered through Blue Ocean Protection Solutions, LLC. **To do Fee-Based 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 $80k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax 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.

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