Financial Services Representative

Barnum Financial Group; Warwick (RI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Personal coaching from proven winners

Customized marketing support

Access to a broad range of products

Tools to manage your practice

Job summary

A leading financial services firm in Warwick, RI, is looking for a Financial Services Representative. In this role, you will provide essential financial guidance, develop client relationships, and participate in an advanced training program. The ideal candidate possesses strong interpersonal and organizational skills, is goal-oriented, and is a team player. This position offers a unique opportunity to grow your career in a supportive environment with comprehensive coaching and marketing resources.

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

• Prospect, network, and obtain 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 through ongoing professional development.

Skills

Strong interpersonal skills

Organizational skills

Communication skills

Goal-oriented self-starter

Team player

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