What are you looking for?
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!
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
Qualifications
Job title
Financial Services Representative
Location
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:
Duties and responsibilities
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 Degree or equivalent work experience
AdvisorScholar is specially designed for college students interested in learning about financial services, financial advising and exploring career options in our industry.
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.
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