Financial Services Representative

About the role

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. This position is located in East Hills, Long Island, New York.

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, fee-based financial planning 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 account activity, performance, and general financial matters
• Actively prospect and generate new business opportunities through referrals, networking, and other business development strategies

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
• Able to work independently and collaboratively in a team setting

Skills

• Strong communication and relationship-building skills
• Knowledge of financial planning and investment principles
• Ability to analyze and interpret financial data
• Proficient in using financial software and tools

Benefits

• Commission, allowances, and bonuses
• Health Insurance, Health Savings Account, Flexible Spending Account, Dental Insurance, Vision Insurance
• 401(k) & Match

Pay

Approximate expected first year earnings range from $90k to $130k

Schedule

On-site Firm Weekly Series 7 training Study Group

Flexible

• Offer non-proprietary insurance through 3rd Party Relationships
• Flexibility to offer non-proprietary insurance through 3rd Party Relationships

Recognition

• Participate in Blue Ocean Wealth Solutions, LLC Awards and Recognition Programs

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.