Financial Services Representative

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

Job summary

Barnum Financial Group is seeking a Financial Services Representative to provide guidance and wealth-building advice to clients. You will develop knowledge and skills in financial solutions, client needs analysis, and ongoing professional development.

The role emphasizes coaching, marketing support, broad product access, and tools to manage your practice and support the sales process.

Qualifications

• Strong interpersonal, organizational and communication skills.
• Self-starter who is goal oriented.
• Team player with a hearty work ethic.

Responsibilities

• Prospecting, networking and obtaining clients through various methods and strategies.
• Participate in our 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.

Skills

Interpersonal skills

Organizational skills

Communication skills

Education

BA/BS or graduate degree

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