Open House - Financial Services Rep
Job Description: A Financial Services Representative at Blue Ocean Wealth Solutions helps individuals and families build, Protect, and manage their financial futures. The role involves meeting with clients to assess their goals, providing guidance on life insurance, retirement planning, investments, and overall wealth strategies. Representatives prospect and build their own client base through networking, referrals, and community engagement, supported by training, mentorship, and marketing resources. Blue Ocean provides comprehensive licensing support (SIE, Series 6/7, 63, and insurance) along with ongoing professional development. This position offers strong earning potential, a clear growth path toward wealth management, and the opportunity to build a long-term financial planning practice.
Other benefits: Leads and events provided
Experience: Sales (Preferred)
License(s)/Certification(s) Life and Health
Other: Entrepreneurial, Personable, Eager to learn.Blue Ocean Wealth Solutions, LLC is hosting an Open House on April 30, 2026. from 12 PM - 1:15 PM. Big things are happening at Blue Ocean, come see for yourself! Were opening our doors for an inside look at our team, culture, and approach to a supported independence career model. Use the link to RSVP . You may contact [email protected] for further details.
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