Financial Services Representative jobs in United States
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Barnum Financial Group · 2 days ago

Financial Services Representative

Barnum Financial Group is seeking a Financial Services Representative to leverage personal drive and people skills to provide financial guidance. The role involves acquiring clients, developing relationships, and offering financial solutions through a comprehensive training program and ongoing professional development.

Financial ServicesInsuranceService Industry
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Growth Opportunities
Hiring Manager
Clifford Bray III
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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

Interpersonal skillsOrganizational skillsCommunication skillsSelf-starterTeam player

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

Company

Barnum Financial Group

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Barnum Financial Group is a financial service provider.

Funding

Current Stage
Late Stage

Leadership Team

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Paul Blanco
Founder and CEO
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Company data provided by crunchbase