Our mission: Enrich as many lives as possible.

Our vision: Be the premier provider of financial services in the United States.

We are always looking for bright, energetic, hard-working, creative people to help make our mission and vision our reality.


Then you want to be with Barnum!

Open Positions

Job Function

As a Product Consultant, you will be responsible for supporting Barnum’s sales initiatives by partnering with Product Specialists to provide exceptional service to our financial advisors and their clients. The primary focus of this role is to drive life and disability insurance product sales while maintaining a high level of customer satisfaction.

Duties & Responsibilities

  • Assist in driving life insurance and disability insurance sales by working with Product Specialists on new business, product knowledge, and case management
  • Cultivate and maintain relationships with financial advisors and outside resources to provide excellent service and support
  • Communicate with Product Specialists regularly to identify and work on opportunities for new sales, and product knowledge
  • Collaborate with financial planning consultants to ensure seamless delivery of service and support to advisors and clients
  • Conduct effective training sessions for financial advisors
  • Stay up to date with industry trends, new products, and underwriting guidelines to provide expert advice
  • Ensure compliance with company policies and guidelines


  • Bachelor’s Degree
  • Life and Health Insurance License
  • Understanding of life insurance and disability insurance products
  • 3+ years experience in financial industry
  • FINRA Series 6 or 7 & IAR preferred
  • Excellent communication, presentation, relationship-building, and research skills
  • Highly organized to meet concurrent project deadlines
  • Proficient with MS Excel, MS Word, MS Outlook
  • Ability to work independently while impacting team results

Job title

Financial Services Representative


Shelton, CT; Elmsford, NY; New York City; Warwick, RI; Rockland, MA; Glastonbury, CT; Stamford, CT; Warren, NJ

Reports to

Managing Sales Director

The Opportunity

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

We provide a powerful combination of support including:

  • 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
  • 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 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.


• 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

What's it like working at Barnum?


AdvisorScholar is specially designed for college students interested in learning about financial services, financial advising and exploring career options in our industry.

Additional Resource Departments at Barnum

Our case design consultants support both our clients and financial professionals with advanced analytics and other tools to create plans that can help enrich lives.

Our Marketing team is responsible for increasing brand awareness, supporting our financial professional’s client acquisition and retention efforts, and driving individuals and businesses to Barnum’s products and services.

Our Compliance team develops policies, procedures, and trainings to help ensure everyone at the firm complies with our outside legal and regulatory requirements as well as internal policies.

Our Client Services team strengthens client relationships by providing timely assistance and information.

Our Financial Wellness team works with our financial professionals to develop and manage relationships with corporations and other entities who look to Barnum to provide financial wellness programs to their employees.

Our Talent Acquisition team identifies and recruits financial professionals who can benefit from Barnum’s unique business building value proposition.

Our Finance team is responsible for budgeting and financial management as well as the financial integrity of the firm.

Our Operations team ensures that the end-to-end process of placing and servicing business is completed in an efficient manner.

Technology has become an important differentiator in our industry. Our Business Intelligence team leverages internal and external resources, including Salesforce, and develops proprietary applications to drive productivity and profitability.

Our Product Specialists provide our financial professionals with timely sales ideas, strategic recommendations for complex situations, up-to-date product information, and skills training.

Our HR team is responsible for managing the employee life cycle, including recruiting, hiring, and onboarding.

Our Training and Development team delivers a range of programs to help our financial professionals and support teams develop new skills, stay current with an ever-changing product landscape, and provide individual coaching.

Our Property and Casualty team partners with financial professionals to obtain the best insurance coverage for each client’s unique needs and situations.

Our Culture