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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

On-site  Full-time  Entry level

Job title

Financial Services Representative

Location

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

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 important financial 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.

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

 

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

 
 
 

About the job

Begin a career that allows you to leverage your personal drive, your people skills, and your commitment, to make a positive impact on our advisors’ practice. As a Product Strategist, you will develop the knowledge and skills needed to provide important guidance to financial advisors who are looking to enrich the lives of their clients through different pre- and post-retirement investment and insurance vehicles with the use of data analytics.

We are a growth and results-oriented fintech team in a dynamic environment looking for an individual who is committed to long-term success, achievement and helping people!

Responsibilities will initially include:

  • Outbound calls to active members to discuss their opportunities.
  • incoming calls from clients with professionalism.
  • facts from clients to better assist and direct.
  • Manage internal Salesforce platform and systems so client information is up to date and accurate.
  • Growth opportunity for increased client engagement with proper licensing, skill development and training provided.
  • Gain deep industry and product knowledge.

We are looking for an individual with the following traits:

  • Self-starter who is persistent and results-oriented
  • Energetic
  • Outgoing, comfortable on the phone
  • Client-first attitude
  • Excellent communication and presentation skills
  • Efficient
  • Enjoys being a part of a team
  • Basic knowledge of life insurance & Investments
  • Ability to use discretion and maintain client confidentiality

Our take:

We are looking for an enthusiastic team member to come in and become proficient in understand insurance and investments. You will be in a high-touch environment working with financial advisors who subscribe to our fintech platform and are looking for ways to better understand data intellectual we are providing them. This person must have strong client service skills, be friendly and understand the client’s needs in a short amount of time.

Experience:

  • 1+ years financial services experience
  • Life, Accident, and Health Licensed
  • Bachelor’s Degree preferred
  • Salesforce CRM experience ideal
  • Proficiency in Microsoft Office (Outlook, Word, Excel, etc.) required

About the job

The mission at Barnum Benefit Advisors (BBA) is to provide customers with personalized financial protection using a full range of insurance products, delivered with industry leading service levels. BBA focuses on Property & Casualty insurance such as home, auto, and umbrella coverage, as well as commercial risk products for businesses of all sizes. BBA also specializes in health benefits, as well as a full range of employer group and voluntary benefit offerings.

Role Summary

The BBA Head of Operations role is an exciting career opportunity reporting to the Head of Barnum Benefit Advisors. The role is responsible managing day-to-day operations as well as driving BBA’s strategic growth objectives in a rapidly growing, fast-paced, entrepreneurial environment.

Job Objectives

  • Develop and proactively evolve the BBA Strategic Roadmap for P&C, Medicare & all other products.
  • Executing annual strategy off-sites and quarterly checkpoints with the team, as well as continuous feedback loops from key stakeholders, clients, advisors, and competitive IQ.
  • Drive successful execution of initiatives as the direct project manager and/or as the champion overseeing project resources executing the project.
  • Identify, resolve, and escalate emerging issues as needed to ensure roadmap stays on track.
  • Partner with Head of BBA to develop annual goals (in the form of KPIs) and implement mechanisms to track goals vs actual results and achieve annual budget & productivity targets.
  • Facilitate the daily/weekly/monthly/annual BBA operations management process across the team by proactively guiding & coordinating work being done and identifying/addressing/resolving gaps as they occur.
  • Actively recruit, hire, and train new P&C and Medicare specialists.
  • Customer service management & oversight across all BBA products & services, including development and adoption of service metrics to ensure high service levels.
  • Effective relationship management to provide high service levels to ~400 advisors and their clients to offer the right products and services.
  • Proactively manage all BBA insurance carrier and vendor relationships to ensure flexibility, quality, and accessibility of our product offerings to clients across markets.
  • Ensure documentation and regular maintenance of standard work procedures and best practices for all key operational activities/processes.
  • Consistently communicate with customers, managers, and vendors on a macro-level related to BBA strategic initiatives, and a micro-level related to BBA deliverables and service.
  • Liaise with Head of BBA and leadership team to champion the BBA strategy and be a primary point of contact and influence for BBA across the industry.

Requirements

  • Bachelor’s degree in business, economics, or related field.
  • 4+ years of experience in operations management and/or strategic development.
  • Working knowledge of and experience with P&C and Medicare industries is preferred.
  • Specific experience with insurance carrier management in P&C industry is preferred.
  • Ability to collaborate with others, build and maintain relationships and business partnerships.
  • Competency to prioritize and execute key deliverables in a dynamic environment.
  • Advanced project management skills and a track record of successful project implementations.
  • Adept at developing and utilizing Key Performance Indicator metrics across BBA operations.
  • Proficiency in data management systems (EZ Lynx, Salesforce, Microsoft Office, etc.)
  • Client-first attitude; customer service experience in the Insurance industry is a plus.
  • Strong verbal and written communication skills, especially with senior management & key stakeholders.
  • Excellent presentation skills and ability to create compelling stories.
  • Effective problem-solving skills, including advanced root-cause analysis.
  • Ability to embrace and adapt to feedback – growth mindset is key to success!
  • Property & Casualty License is preferred.

About the job

The Agency Accounting Consultant is a key position at Barnum reporting to the Controller and plays an important role in facilitating and maturing our accounting processes and financial operations in a rapidly growing, fast-paced, entrepreneurial environment.

Job Objectives

  • Perform comprehensive accounting activities to maintain a complete and accurate general ledger.
  • Facilitate the monthly & annual accounting close process by completing all assigned closing tasks timely and accurately, including the preparation of a wide array of journal entries.
  • Process various types of accounts payable transactions timely and accurately, including tracking of vendor invoices into our internal accounting system.
  • Facilitate the monthly commissions and producer bonus processes, ensuring accuracy & transparency. Also produce annual 1099 statements to advisors & brokers for commissions.
  • Prepare account reconciliations for all balance sheet accounts, including all active bank accounts.
  • Assist with internal and external audit activities, ensuring the integrity of financial statements.
  • Assist with monthly expense reporting at department level, and the annual budget process.
  • Contribute and sometimes lead data analysis activities to support business decision-making, including data gathering and preparation for management on emerging topics/issues.
  • Effectively communicate (verbal & written) with customers, managers, and vendors.
  • Ensure there is standard work and procedures documented/updated for all key accounting and financial operations activities/tasks, maintained in an accessible location.
  • Assist in ad-hoc daily finance support tasks as directed by the Controller based on business needs.
  • Liaise with CFO & accounting team to improve financial procedures and utilization of system tools.
  • With Barnum’s migration to a single ledger system in 2023, continue to build out and enhance workflows and processes to drive greater efficiency in the closing process.

Job Requirements – Skills, Competencies, Experience

  • Bachelor’s degree in Accounting is strongly preferred.
  • Minimum of 2 – 4 years of experience in accounting and financial operations.
  • Basic understanding of accounting systems (Oracle NetSuite a plus) and accounting theory.
  • Experience with the NetSuite platform is a plus.
  • Previous experience with financial control assessments and structures.
  • Strong analytical skill set with keen eye for detail and follow-through.
  • Ability to multi-task, and willingness to work in a fast-paced environment.
  • Good organizational & communication skills. Communicate effectively with senior management.
  • Team player – collaboration and business partnering skills are a MUST!
  • Strong Excel skills required with the ability to analyze large amount of data, including use of Excel tools like Pivot Tables and advanced formulas and functions (VLOOKUP, etc.).
  • Effective problem-solving skills, including root-cause analysis tools & techniques.
  • Strong customer orientation (internal & external) and ability to adapt to feedback.
  • Ability to embrace and adapt feedback.
Apply Now!

To learn more about the opportunities available at Barnum, please fill out the form below!

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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.

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