Financial Services Representative

Barnum Financial Group Β· NY
Pay Β· estimate~$45k – $65kMarket rate Β· not set by employer
PostedNov 13, 2026
LevelMid level
In short Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others.

πŸ“‹ About the job

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 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

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
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Financial Services RepresentativeBarnum Financial Group
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