Blue Ocean Wealth Solutions, LLC, a MassMutual Firm – www.blueocean.us.com

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 portfolio. We were awarded Top Long Island Workplaces of 2018 to 2025 by Newsday/Dans Paper

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 inquiries related to accountancy 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
• Results-orientated with a track record of achieving sales and business goals
• Previous New Business Development and Sales experience a plus
• Ability to work independently and collaboratively in a team setting

What makes Blue Ocean Wealth Solutions, LLC Unique:

• Commission, Allowances, and Bonuses.
• State of the Art office with modern technology capabilities and teamwork culture.
• Willing to Obtain the Life & Health License & Series 7 & Series 66. Material provided.
• 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.
• Participating in Blue Ocean Wealth Solutions, LLC Awards, and Recognition Programs.
• 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.