Financial Services Representative

Blue Ocean Wealth Solutions; Village of East Hills (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Commission and bonuses

Health Insurance

401(k) with match

Flexible Spending Account

Training programs

Job summary

A financial services firm is seeking a Financial Services Representative for their East Hills, NY office. This role involves building and maintaining client relationships, providing tailored financial advice, and conducting portfolio reviews. Candidates should possess strong interpersonal skills and ideally have a Bachelor’s degree or relevant experience in financial services. With expected first-year earnings ranging from $90k to $130k, the firm offers comprehensive health benefits and ongoing training opportunities. Join a collaborative environment where client satisfaction and financial success are prioritized.

Qualifications

• Strong communication skills to build client relationships.
• Experience in financial services preferred.
• Demonstrated success in sales and business development.

Responsibilities

• Build relationships with clients and understand their financial goals.
• Provide personalized financial advice and recommend suitable products.
• Conduct portfolio reviews to align with clients' objectives.
• Stay updated on industry trends and provide relevant information.
• Collaborate with internal teams to develop customized solutions.
• Guide clients through account opening and necessary documentation.
• Provide ongoing support and address client inquiries.
• Prospect and generate new business opportunities.

Skills

Excellent interpersonal skills

Results-oriented

Ability to work independently

Collaborative team player

Education

Bachelor’s degree preferred or equivalent experience

Job description

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 2024” by Newsday/ Dan’s 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, fee‑based financial planning and wealth‑management solutions. We have a Financial Planning Team in‑house 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 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, 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.

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.
• 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 www.blueocean.us.com

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 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 $85k 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.