Blue Ocean Wealth
Solutions, LLC, a MassMutual Firm – http://www.blueocean.us.com –
Job Title: Financial
Services Representative – Jacqueline McDermott-jmcdermott@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/Dan’s
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
- 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 - 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 *****
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. **To do Fee-Based Financial Planning or offer
other investment/insurance/Property & Casualty 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.
