Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. 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. 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. 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, 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 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 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. Compensation: From $90,000 to $130,000 per year #J-18808-Ljbffr