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  • Financial Services Representative
    Financial Services Representative
    5 days ago
    $100000–$200000 yearly
    Full-time
    Greenvale

    Are you an ambitious professional looking to accelerate your career with a premier financial service company? Blue Ocean Wealth Solutions, LLC empowers individuals and families to reach meaningful financial milestones through a holistic, client-first planning model. Our firm delivers comprehensive solutions across Insurance, Investments, Retirement Planning, Employee Benefits, and Property & Casualty* strategies. We are seeking a Financial Advisor who is passionate about financial planning, building long-term client relationships, and delivering thoughtful, customized life financial planning guidance. This role is based on-site in our East Hills, Long Island, New York office. Blue Ocean Wealth Solutions has been proudly recognized as a Top Long Island Workplace from 2018–2025 by Schneps Long Island/Long Island Press. Key Responsibilities • Client Relationship Management: Develop and nurture trusted client relationships through detailed needs assessments. Iden, • Customized Solutions: Deliver tailored recommendations in finance and wealth management, including investment strategies, retirement planning, insurance planning, and fee-based financial plans., • Team Collaboration: Partner with our in-house Financial Planning Team** and internal specialists to create integrated, multi-generational wealth solutions., • Portfolio Analysis: Review and analyze client portfolios on an ongoing basis to ensure alignment with evolving goals and market conditions., • Market Monitoring: Track industry developments, regulatory updates, and market trends to provide informed, timely guidance., • Business Development: Proactively grow your book of business through referrals, networking, and strategic prospecting initiatives., • Onboarding Support: Lead clients through the discovery process, account setup, and required documentation. Qualifications • Communication: Strong interpersonal and relationship-building skills., • Education/Experience: Bachelor’s degree preferred, or comparable experience within a financial service company., • Drive: Goal-driven mindset with demonstrated success in sales or business development., • Work Style: Ability to work autonomously while contributing effectively within a collaborative team environment. Why Join Blue Ocean Wealth Solutions, LLC? • High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $100,000–$200,000*., • Full Benefits Package: Medical, dental, vision, HSA, FSA, and a 401(k) with company match., • Mentorship: Direct partnership with a Senior Financial Executive, including access to established client relationships and lead-generation programs., • Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group)., • Training & Development: Structured six-month Executive Training Program with continued personalized coaching from a locally based Executive Leadership Team., • Product Independence: Ability to offer non-proprietary insurance solutions through third-party partnerships., • Culture: Modern, technology-driven office environment with a strong team-oriented culture, firm-wide awards, and incentive programs. About Us #LI-BOWS1 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. Disclaimers: *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.

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  • Brand Representative
    Brand Representative
    1 month ago
    $18–$20 hourly
    Part-time
    Garden City

    We are seeking a proactive and engaging Brand Representative to join our team. This role involves direct interaction with customers and account decision-makers, focusing on increasing customer loyalty and expanding our customer base. The ideal candidate will be a positive, energetic team player with excellent organizational and multitasking skills, capable of communicating effectively across various groups. Responsibilities: • Daily engagement with assigned accounts to foster strong relationships., • Greet and communicate professionally with account decision-makers., • Drive customer loyalty and expand the customer base through effective strategies., • Monitor marketplace trends, pricing, products, and current promotions., • Manage order entry processes and ensure clear communication., • Contribute to achieving company goals and objectives. Requirements: • Enjoy meeting and interacting with customers., • Demonstrate a positive and energetic attitude., • A team player with an eagerness to learn and grow within the role., • Proven track record of success in academic, professional, or extracurricular activities., • Strong ability to communicate effectively with peers, company personnel, and potential customers., • High attention to detail and strong follow-up skills., • Excellent organizational and multitasking abilities. Location: Garden City NY

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