Financial Services Representative

Barnum Financial Group; Glastonbury (CT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Personal coaching

Customized marketing support

Access to a broad range of products

Tools to manage practice and support sales

Job summary

A financial services firm in Glastonbury, Connecticut is seeking a Financial Services Representative to provide clients with crucial financial guidance. The role involves prospecting clients, developing long-term relationships, and participating in training programs. Candidates should possess strong interpersonal, organizational, and communication skills, along with a goal-oriented mindset. A BA, BS, or equivalent work experience is required. This position offers personal coaching and a wide range of support to succeed in the financial industry.

Qualifications

• Strong interpersonal, organizational, and communication skills.
• Self-starter who is goal-oriented.
• Team player with a hearty work ethic.
• BA, BS, and/or Graduate Degree or equivalent work experience.

Responsibilities

• Prospecting, networking, and obtaining clients through various methods.
• Participate in the Advisor Pro Training program.
• Develop and maintain long-term relationships with clients.
• Provide financial solutions through fact gathering and needs analyses.
• Expand knowledge and skills through ongoing professional development.

Skills

Interpersonal skills

Organizational skills

Communication skills

Goal-oriented mindset

Teamwork

Education

BA, BS, and/or Graduate Degree or equivalent work experience

Job description

Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.

We provide a powerful combination of support including

• Personal coaching from proven winners
• Customized marketing support to help you acquire clients and build your brand
• Access to a broad range of products to meet client needs
• Tools to manage your practice and support the sales process

Duties and responsibilities

Prospecting, networking and obtaining clients through various methods and strategies.

Participate in our state of the art Advisor Pro Training program.

Developing and maintaining long-term relationships with clients.

Providing financial solutions for clients through fact gathering and needs analyses.

Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates.

Qualifications

• Strong interpersonal, organizational and communication skills
• Self-starter who is goal oriented
• Team player with a hearty work ethic
• BA, BS, and/or Graduate Degree or equivalent work experience