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.
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
Company
Barnum Financial Group
Barnum Financial Group is a financial service provider.
Funding
Current Stage
Late StageRecent News
2024-12-03
2024-11-30
Company data provided by crunchbase