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  • Financial Services Representative
    Financial Services Representative
    7 hours 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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  • Customer Sales Associate
    Customer Sales Associate
    21 days ago
    $17–$30 hourly
    Full-time
    Garden City

    Join our team and build a rewarding career in sales! We are seeking a highly motivated and customer-focused Marketing & Sales Associate to play a key role in achieving our sales goals and delivering exceptional customer service. This position offers an opportunity to develop your product expertise and build a successful career in a fast-paced environment. Responsibilities: • Cultivate Positive Customer Interactions: Greet each customer with a professional and friendly demeanor, establishing rapport and fostering a welcoming shopping experience., • Needs Assessment Through Active Listening: Employ active listening skills to understand customer requirements through open-ended questions. Tailor product recommendations based on their unique needs and preferences., • Product Knowledge Expert: Develop a comprehensive understanding of our product line to provide clear and concise explanations of features and benefits. Demonstrate product functionality whenever possible to solidify customer confidence in their purchasing decisions., • Strategic Selling Techniques: Utilize effective upselling and cross-selling strategies to recommend complementary products that enhance customer satisfaction and contribute to increased sales., • Qualifications:, • Proven ability to build rapport and connect with customers in a professional and friendly manner., • Excellent communication and active listening skills., • Strong desire to learn and develop comprehensive product knowledge., • Ability to prioritize tasks, manage time effectively, and achieve sales goals., • We Offer:, • Competitive salary and benefits package., • Opportunity for professional growth and development., • Dynamic and positive work environment., • If you are a passionate individual who thrives in a customer-centric environment, we encourage you to apply!

    No experience
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  • Life Insurance Agent (sales) **Training Provided**
    Life Insurance Agent (sales) **Training Provided**
    2 months ago
    Full-time
    Melville

    OFFICE IS LOCATED IN MELVILLE, NY. New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds. Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. As a Financial Services Professional it is your responsibility to help individuals plan for their future. Job Duties: • A licensed financial services professional is responsible for:, • Meeting and contacting new potential clients to discuss financial concerns and needs, • Conducting information gathering meetings with clients, • Analyzing client needs and presenting potential solutions, • Providing on-going service to clients, • Developing and implementing personal business and marketing plans, • On-going development of professional skills and knowledge Average Financial Advisor compensation range: Year 1 | $65,000 - $132,000 Year 3 | $109,000 - $205,000 Year 5 | $132,000 - $287,000 Year 10 | $239,000 - $500,000 We offer a comprehensive benefits package that includes: • Defined Benefit Pension Plan, • 401(k) Saving Plan, • Health/Dental/Life/Disability, • Continuing education reimbursement, • Reimbursement for industry designations, • Discounts from major wireless carriers, • Local discounts (based on location) for gym members Perks: • Enjoying a flexible lifestyle, • Being your own boss, but with many levels of support and expertise behind you, • Working toward personal and professional growth, • Pursuing an opportunity for very high income, • Performing a valuable service to others in your community, • Opportunity to move into management coaching others to be successful, • Discounts from major wireless carriers, • Local discounts (based on location) for gym members Job Requirements: • *Bachelor's Degree preferred, • *Previous sales experience a +, • *Life and health insurance licenses within 30 days of acceptance (company will pay for costs), • *FINRA series 6 or 7 and 63 registrations within 120 days (company will pay for costs), • *Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision, • *Organized, detail-oriented, and excellent time-management skills, • *Strong sales, analytical, decision-making, interpersonal, leadership and communications skills, • *Ability to work in a team-based environment, • *Previous Athlete and/or Coaching profession, • *Training NYLIC University: One of the most comprehensive and well-respected training programs in the industry. Pay: $80,000.00 - $130,000.00 per year Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Flexible schedule, • Health insurance, • Vision insurance Ability to Commute: • Melville, NY 11747 (Required) Work Location: In person

    No experience
    Easy apply
  • Financial Advisor (sales) **Licensing and Training Provided**
    Financial Advisor (sales) **Licensing and Training Provided**
    2 months ago
    $80000–$130000 yearly
    Full-time
    Melville

    OFFICE IS LOCATED IN MELVILLE, NY. Must be able to commute to Melville. New York Life, established in 1845, is one of the most respected and successful companies in America and internationally. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance. New York Life Investment Management LLC provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds. Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. As a Financial Services Professional it is your responsibility to help individuals plan for their future. Job Duties: • A licensed financial services professional is responsible for:, • Meeting and contacting new potential clients to discuss financial concerns and needs, • Conducting information gathering meetings with clients, • Analyzing client needs and presenting potential solutions, • Providing on-going service to clients, • Developing and implementing personal business and marketing plans, • On-going development of professional skills and knowledge Average Financial Advisor compensation range: Year 1 | $65,000 - $132,000 Year 3 | $109,000 - $205,000 Year 5 | $132,000 - $287,000 Year 10 | $239,000 - $500,000 We offer a comprehensive benefits package that includes: • Defined Benefit Pension Plan, • 401(k) Saving Plan, • Health/Dental/Life/Disability, • Continuing education reimbursement, • Reimbursement for industry designations, • Discounts from major wireless carriers, • Local discounts (based on location) for gym members Perks: • Enjoying a flexible lifestyle, • Being your own boss, but with many levels of support and expertise behind you, • Working toward personal and professional growth, • Pursuing an opportunity for very high income, • Performing a valuable service to others in your community, • Opportunity to move into management coaching others to be successful, • Discounts from major wireless carriers, • Local discounts (based on location) for gym members Job Requirements: • *Bachelor's Degree preferred, • *Previous sales experience a +, • *Life and health insurance licenses within 30 days of acceptance (company will pay for costs), • *FINRA series 6 or 7 and 63 registrations within 120 days (company will pay for costs), • *Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision, • *Organized, detail-oriented, and excellent time-management skills, • *Strong sales, analytical, decision-making, interpersonal, leadership and communications skills, • *Ability to work in a team-based environment, • *Previous Athlete and/or Coaching profession, • *Training NYLIC University: One of the most comprehensive and well-respected training programs in the industry. Job Type: Full-time Pay: $80,000.00 - $130,000.00 per year Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee discount, • Flexible schedule, • Health insurance, • Health savings account, • Life insurance, • Retirement plan, • Vision insurance Ability to Commute: • Melville, NY 11747 (Preferred) Work Location: In person

    No experience
    Easy apply
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