Financial Services Rep - Long Island - Career Changers Encouraged to Apply!

Relationship & Growth-Focused Financial Services Representative

Blue Ocean Wealth Solutions, LLC (A MassMutual Firm) – [blueocean.us.com]
Long Island, NY | Full-Time (Contract) | In Person

Build Relationships. Create Confidence. Grow a Career You’re Proud Of.

Are you driven by helping people and building real relationships? At Blue Ocean Wealth Solutions, we believe financial guidance is personal — and the right advisor can change someone’s life.

We’re expanding our team and looking for motivated, relationship-oriented professionals who want to make an impact in their community while building a long-term career in financial services.

Blue Ocean Wealth Solutions has been recognized as a Top Long Island Workplace (2018–2025) by Newsday/Dan’s Paper, and we’re proud to offer a culture built on support, modern resources, and meaningful growth.

Why Join Blue Ocean Wealth Solutions?

This isn’t a “plug-and-play” sales role — it’s a career path where you build trust, provide real value, and create lasting relationships.

As a Financial Services Representative, you’ll guide clients through a thoughtful process that helps them clarify goals, understand options, and implement strategies around:

• Insurance
• Investments
• Retirement Planning
• Employee Benefits
• Property & Casualty Planning

You’ll be supported by leadership, internal specialists, and a structured training program designed to help you succeed.

What You’ll Do

In this role, you will:

✅ Build and maintain strong client relationships by learning what matters most to them
✅ Conduct client needs analyses and understand risk tolerance
✅ Offer guidance and solutions across retirement, investment, insurance, and wealth management
✅ Review and analyze portfolios to ensure alignment with goals
✅ Stay informed on market trends, regulations, and relevant financial updates
✅ Partner with internal teams (Investment Director, Insurance Specialists, etc.) to deliver customized solutions
✅ Lead clients through the fact-finding, account opening, and documentation process
✅ Provide ongoing support, answering questions related to account performance and activity
✅ Generate new opportunities through referrals, networking, and business development strategies

Who Thrives Here

You’ll do well in this role if you:

• Enjoy meeting new people and earning trust over time
• Are motivated, self-driven, and goal-oriented
• Have experience in sales, business development, client service, or relationship management (preferred, not required)
• Want to build a career — not just land a job
• Believe long-term success comes from doing right by clients

Bachelor’s degree preferred, or experience in a similar financial services/client-facing role.

Training, Licensing & Development

No financial background? That’s okay — we provide training and support.

You’ll receive:

• A structured 6-month Executive Training Program
• Ongoing development and personalized coaching
• Materials and guidance to obtain:
• Life & Health License
• Series 7 and Series 66 (as needed/required) FinancialServicesRepresentative…

We also offer training for those who want to pursue fee-based holistic financial planning (proper licensing required).

What We Offer

Income Potential

• Commission + Allowances + Bonuses
• Expected first-year earnings: $90,000 – $130,000 (approx.)

Benefits & Support

• Health Insurance
• Health Savings Account (HSA)
• Flexible Spending Account (FSA)
• Dental Insurance
• Vision Insurance
• 401(k) + Match (eligibility requirements apply) FinancialServicesRepresentative…

Culture & Resources

• State-of-the-art office with modern technology
• Team-driven environment
• Strong internal leadership and local support
• Access to non-proprietary insurance solutions through third-party relationships
• Recognition programs and career milestones FinancialServicesRepresentative…

Equal Opportunity Employer

Blue Ocean Wealth Solutions provides equal employment opportunities to all employees and applicants, without regard to protected characteristics under federal, state, and local law.

Ready to Build Something Real?

If you’re motivated by relationships, growth, and helping others achieve financial confidence, we’d love to meet you.

Apply today to join Blue Ocean Wealth Solutions.