Barnum Financial Group · 2 weeks ago
Financial Services Representative
Rhode Island, United States
Full-time
Onsite
New Grad, Entry LevelBarnum Financial Group is seeking a Financial Services Representative to leverage personal drive and people skills to provide financial guidance. The role involves prospecting for clients, developing long-term relationships, and providing tailored financial solutions.
Financial ServicesInsuranceService Industry
Hiring Manager
Clifford Bray III
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
Qualification
Required
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
Benefits
Our extensive training program, Advisor Pro.
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
Company
Barnum Financial Group
Barnum Financial Group is a financial service provider.
Founded in 1950
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Paul Blanco
Founder and CEO
Recent News
2024-12-03
2024-11-30
Company data provided by crunchbase