Financial Services Professional (Flexible Entry | Growth-Oriented Platform)

Financial Services Professional (Flexible Entry | Growth-Oriented Platform) Blue Ocean Wealth Solutions East Hills, NY Job Details Full-time $75,000 - $130,000 a year 4 days ago Benefits Health insurance Dental insurance 401(k) Financial planning services Vision insurance Professional development assistance Opportunities for advancement Flexible schedule Retirement plan Qualifications Financial planning Wealth management Financial sales Customer relationship building Sales Client relationship development Entrepreneurship Bachelor's degree Sales experience (3-5 years) Financial services Life & Health Insurance License Communication skills Entry level Customer acquisition Full Job Description Overview Embark on an exciting journey as a Financial Services Professional within a dynamic, growth-oriented platform designed to empower your career in the financial industry. This is a unique opportunity to develop comprehensive expertise in financial planning, wealth management, and client relationship management. Join and be part of a vibrant team committed to excellence, integrity, and continuous learning. Who This Opportunity Is For Experienced financial professionals seeking greater flexibility, income potential, or a new platform Career changers from sales, business, education, healthcare, or client-facing roles looking to enter financial services Individuals who are motivated, coachable, and interested in building a scalable career What Makes This Opportunity Unique Flexible entry point based on your experience level Structured training and licensing support for those new to the industry Access to mentorship and leadership development along with professional growth Ability to build your own client base and long-term practice Broad suite of financial solutions to serve diverse client needs

Key Responsibilities Client Acquisition:

Develop a client base though referrals, networking and outreach Financial planning: Assess financial goals and develop appropriate strategies/recommendations with protection and wealth management products

Maintain Client Relationships:

consultations with continuous support, education and expertise Qualifications Bachelors or Advanced Degree Strong communication and interpersonal skills Self-motivated with an entrepreneurial mindset Experience in financial services, sales, or client-facing roles is a plus Licenses (Life & Health, securities) or willingness to obtain with support Compensation & Benefits Average range: $75,000 - $130,000 Performance-based compensation with uncapped earning potential Comprehensive benefits package Bonuses, incentives, and advancement opportunities Training and onboarding support to help you ramp up effectively Long-term career path with leadership opportunities

Pay:

$75,000.00 - $130,000.00 per year

Benefits:

401(k) Dental insurance Financial planning services Flexible schedule Health insurance Professional development assistance Retirement plan Vision insurance Ability to

Commute:

East Hills, NY 11548 (Required)

Work Location:

In person