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  • Financial Services Representative
    Financial Services Representative
    17 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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  • Affiliate Partnerships – Business Development / Sales Role
    Affiliate Partnerships – Business Development / Sales Role
    2 days ago
    $35000–$50000 yearly
    Full-time
    Melville

    The Accredited Group (TAG) is seeking a high-level business development and sales professional to support and grow the sales side of our affiliate partnership channel. This role is focused on managing existing affiliate relationships while actively working their deals through the funding process, ensuring strong execution, partner satisfaction, and consistent revenue growth. This is an in-office, relationship-driven sales role working closely with CPAs, bankers, business consultants, payroll providers, and other professional advisors who refer small to mid-sized business owners. 📍 Location 1 Huntington Quadrangle, Melville, NY This is a mandatory in-office role. We believe speed of execution, collaboration, and culture are built in person. This Role Is NOT For Everyone We are not looking for order-takers or individuals who require constant direction. We are looking for people with: • An undying internal drive to succeed, • A self-starting mindset with disciplined execution, • Coachability and ability to implement feedback quickly, • Strong relationship-building instincts and emotional intelligence, • A competitive, performance-driven mentality, • Comfort operating in a fast-paced, accountability-based sales environment If you need structure to perform, this is not the right fit. Ideal Candidate Background (Helpful, Not Required) While not required, strong candidates often come from: • Business lending (SBA, MCA, equipment finance, or commercial lending), • Banking or credit underwriting, • Financial services or B2B sales, • Mortgage or real estate lending, • High-performance, relationship-based sales environments Experience in these areas is helpful — but we prioritize drive, coachability, and execution ability over title or background. What You Will Step Into • A nationwide network of 1,000+ affiliate partners, with several hundred actively producing opportunities, • A fine-tuned CRM and automation infrastructure designed to streamline outreach, follow-up, and partner engagement, • An established referral-based sales system with consistent deal flow, • Direct access to leadership, underwriting, and execution teams, • A platform built for scale, speed, and consistent production What You Will Do • Manage and grow existing affiliate partner relationships, • Work incoming partner deals from submission through funding, • Increase partner production through consistent engagement and communication, • Develop new strategic affiliate relationships nationwide, • Represent TAG at local networking events, chambers of commerce, and industry associations, • Educate partners on SBA, working capital, equipment financing, and commercial lending solutions, • Collaborate directly with underwriting, sales, and leadership to execute deals efficiently 💰 Compensation • Competitive base salary + commission structure, • Strong sales professionals have the ability to earn six figures in year one, with significant upside beyond that based on performance, • 401(k) eligibility after 90 days Why TAG This is not a job — it is a performance seat inside a scaling sales infrastructure with real deal flow, real partners, and real execution support. You will step into an established system designed for speed, accountability, and long-term growth.

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    No experience
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  • Barista
    Barista
    1 month ago
    $19 hourly
    Full-time
    Huntington

    Overview The Barn resonates deeply with longtime residents who grew up pulling up for milk, bread, newspapers and regular hot coffee. The structures, virtually unchanged from their 1950s and ’60s aesthetic, are part of a shared memory across generations. Join our dream team as a Barista and become the heart of a nostalgic, customer-focused environment! In this role, you'll craft delicious coffee beverages, serve food with enthusiasm, and create memorable experiences for every guest. Your passion for coffee and exceptional customer service will enhance the success of our drive through. We’re looking for motivated individuals who thrive in fast-paced settings and love engaging with people. This paid position offers a dynamic work environment where your skills in food handling, sales, and POS systems will shine. Where nostalgia meets Instagrammable sips — think seasonal specialty lattes, dirty sodas, and holiday-worthy cold brews that bring drive-thru coffee culture to a whole new level on Long Island. Responsibilities • Prepare and serve a variety of coffee drinks, teas, and specialty beverages with precision and flair, • Operate POS systems such as Aloha POS and Micros POS to process transactions efficiently and accurately, • Ensure all food safety standards are maintained through proper food handling and preparation techniques, • Provide outstanding customer service by greeting guests warmly, taking orders, and addressing inquiries promptly, • Manage cash handling duties with accuracy, including cashiering and basic math calculations for transactions, • Maintain cleanliness and organization of the café area, including food prep stations and seating zones, • Support food service operations by assisting in food preparation, serving food items, and restocking supplies as needed Experience • Previous barista experience in a café or coffee shop setting is highly preferred, • Familiarity with POS systems such as Aloha POS or Micros POS is a strong advantage, • Demonstrated ability in food handling, food safety practices, and café operations, • Strong time management skills to handle busy periods effectively while maintaining quality service, • Experience in retail math, cash handling, and cashiering to ensure accurate transactions, • Excellent customer service skills with a friendly, energetic attitude that encourages guest loyalty, • Knowledge of the food industry standards for serving, food prep, and safety regulations Join us to be part of a lively team dedicated to delivering exceptional coffee experiences! Your enthusiasm for the food industry combined with your skills in sales, serving, and food safety will help create a welcoming atmosphere that keeps customers coming back. This is more than just a job—it’s an opportunity to grow your career in a dynamic environment where every day brings new opportunities to connect with people.

    Immediate start!
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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
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  • 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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