Financial Services Representative

Full Time
Nassau County, NY
Posted
Job description

Title: Financial Service Representative - Blue Ocean Wealth Solutions, LLC-

Blue Ocean Wealth Solutions, LLC is looking for Financial Service Representatives to join our dynamic team of talented professionals located in East Hills, Long Island. A Financial Services Representative’s role is to learn about an individual’s and business owner’s financial desires, educate them about their needs, and then recommend strategies and products that help them meet their objectives. This career enables you to help clients prepare for both planned and unplanned life events while doing good things in the community.

Home to a top-notch team of diverse Financial Professionals, Blue Ocean Wealth Solutions, LLC, is motivated by a mission to change people’s lives. As committed as we are to changing clients’ lives, we are equally passionate about fostering an environment where everyone succeeds. We were awarded “Top Long Island Workplaces of 2018, 2019, 2020, 2021, and 2022” by Newsday. It's more than a job. It's family!

Our sought-after skill set includes:

  • Strong interpersonal and problem-solving skills
  • Entrepreneurial spirit with a high standard of integrity
  • Overall interest in Finance, Marketing and Start-Up Ventures
  • Strong work ethic, self-motivated, goal-oriented and leadership qualities

Responsibilities:

  • Work with clients to put them on a path for financial freedom using Insurance, Investment & Retirement Planning, and Employee Benefits
  • Ability to comprehend the clients’ mission to develop a holistic financial approach
  • Build business development relationships using marketing strategies to reach a targeted audience
  • Ability to pass exams to obtain industry licenses (Series 7, 66, Life, Accident & Health, CFP)

Qualifications:

  • BA, BS and/or Graduate degree or equivalent work experience preferred
  • No previous financial experience is needed, must be coachable
  • Excellent communicator with strong verbal and written skills
  • Flexible schedule with good use of time management skills

Benefits:

  • Flexible schedules
  • Leadership Opportunities
  • Sponosrship for State and FINRA Examinations
  • Financial Designation Reimbursement

We offer a competitive and wide-ranging compensation program for its independently contracted Financial Services Representatives, including:

  • Commission
  • Renewal Commission
  • Benefits (medical, retirement, and more)
  • Recognition -Awards and Symposium

MassMutual Financial Services Representatives* 2020

Average Earnings **

  • Top 25 $2,500,000
  • Top 100 $1,400,000
  • Top 250 $950,000
  • Top 500 $700,000

Visit blueocean.us.com for additional information.


Blue Ocean Wealth Solutions, LLC is an EEO. *Averages based on 7,500 full-time Financial Services Representatives as of December 31, 2020. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. **Earnings based on first year and renewal commissions. Individual results may vary based on product mix, tenure, and experience. Source of information CRN202310-284470.

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