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Financial Services Representative
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Full-time
- At Blue Ocean Wealth Solutions, LLC, we help people accomplish their most important financial goals by implementing a customer-centric approach using Insurance, Investment, Retirement, Employee Benefits, and Property & Casualty
- As a Financial Services Representative, you will work closely with clients to understand their financial goals, assess their needs, and recommend suitable solutions for their financial portfolios.
- We were awarded “Top Long Island Workplaces from 2018 to 2023” by Newsday.
- Provide ongoing client support and address inquires related to account activity, performance, and general financial matters
- Willing to obtain the Life & Accident and Health License and Series 7 & 66.
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