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Financial Services Representative

Barnum Financial Group
Island, RI Full Time
POSTED ON 2/24/2025
AVAILABLE BEFORE 3/24/2025

Financial Services Representative


About the job

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 importantfinancial guidance to people looking to protect and build their wealth.


We providea powerful combination of support including:


our extensive trainingprogram, Advisor Pro.


personal coaching from proven winners


customized marketing supportto help you acquire clients and build your brand


access to a broad range of products to meet clientneeds


tools to manage your practice and support the sales process


"Projections show that 237,000 new advisors are needed over the next decade to meet the demand for financial advice and guidance."* So, consider a career in a growth industry where you can get the satisfaction of helping people take the needed steps to enjoy a secure financial future.


Duties and responsibilities


Prospecting, networking and obtaining clientsthrough 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 solutionsfor clients throughfact gathering and needs analyses.

Expanding personal knowledgeand skills throughongoing 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 Degreeor equivalent work experience


* https://www.investmentnews.com/independent-ria-route-is-good-way-to-join-the-business-48027

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