Manager, Financial Advisor

Overview

At Oceanview Life and Annuity Company, we are more than a financial services provider - We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management - A leading investment firm with approximately $19.1 Billion in assets under management as of May 31, 2024 - We have rapidly grown to over $13 Billion in consolidated assets as of June 30, 2024.

Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.

Why join Oceanview?

• Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
• Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
• Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
• Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
• Strong partnerships: Engage with a broad network of over 16,000 agents, independent marketing organizations, banks and broker-dealers.
  
  

At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.

POSITION SUMMARY:

As a Financial Advisor at Oceanview, you will be the trusted resource for individuals seeking guidance in understanding and evaluating our products for their investment portfolios. This role is unique in that it does not require soliciting new business—instead, you’ll focus on building strong relationships with clients who have already expressed interest in our solutions.

You’ll work closely with our marketing and sales teams, collaborating to provide tailored financial strategies that align with each client’s goals. While you’ll have the independence to manage client relationships, you’ll also be part of a supportive team that shares insights and best practices. Success in this role requires adaptability, as you’ll stay informed on industry trends and new product offerings to ensure clients receive the most effective solutions. If you thrive in a client-focused, consultative environment and enjoy making a meaningful impact on people’s financial futures, this is the opportunity for you!

RESPONSIBILITIES:

• Understand each client’s needs, priorities, and concerns. Build trust quickly and create personalized, well-rounded strategies that help them achieve their financial goals with confidence. Cultivate and deepen long-term relationships by proactively engaging with prospects and clients.
• Collaborate with internal teams across all business lines to provide comprehensive solutions tailored to client needs.
• Ensure financial solutions on the suitability of the carrier’s product align with clients' goals, taking a holistic, long-term planning approach. Adhere strictly to all risk, regulatory, and security policies, ensuring compliance with industry standards.
• Stay up to date on market trends and investment strategies, particularly with respect to fixed annuities and their fit for portfolios.
• Assist clients with financial planning involving fixed annuities, in particular, with retirement and estate planning
  
  

Qualifications:

• Bachelor degree or higher required
• Series 6, 7 or 66 licenses or life insurance license required
• 5 years of experience as a financial advisor, life insurance agent or related field working under a primarily commission based compensation scheme
• Adept at utilizing software commonly used in the personal financial advisor business
• Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
• Experience in building and maintaining client relationships with mass affluent and high net worth clients
• Love of learning and challenges, including determination to succeed
• Strong communication skills and self-starter
  
  

LOCATION and COMPENSATION:

• This role will be based in Denver, CO
• This role will be, Hybrid, 3 days in the office
• Base compensation is expected to be $85,000 - $110,000* with the opportunity for incentive compensation including a 10 - 40% bonus target
• Salary may vary based on work experience, market conditions, location, and qualifications/training.
  
  

EEOC:

Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.