Lead Administrator
📋 Role Overview & Responsibilities
The Leads Administrator serves as a key player in driving results of Barnum’s various leads programs, working closely with various departments to analyze the performance of individual, team and overall financial advisors participating in our numerous, industry leading lead programs.
The role reports into Barnum’s Chief Technology Officer and requires someone who is adaptable and can handle changing priorities, attentive to detail, driven by translating data into insights, comfortable using a variety of technology platforms, enjoys client service, and is highly organized.
Key responsibilities include updating our Salesforce system to maintain advisor and lead records, downloading reports from Salesforce, analyzing data and adjusting quality and quantity of leads, driving lead program projects and developing presentations for financial advisors and managers. Duties and ResponsibilitiesAccountable for daily processing and responses from participants in leads program.Regularly examine lead performance and make recommendations on adjustments.Build models to continue to drive improvement from the program.Develop and maintain reporting for updates to advisors, managers and partners.Identify and drive projects that improve the leads program.Daily check of processing (leads distributed, letters linked, surveys, recordings, etc.).Accountable for driving continuous improvement across all key leads metrics.Develop, implement and monitor client survey programs.Seek-out and incorporate feedback from all constituents (advisors, managers, etc.).
QualificationsExcellent analytical skills Strong proficiency and expertise in Microsoft ExcelQuick and agile learner; comfortable in a fast-paced environment and self-learnerTakes great pride in her/his workExcellent verbal and written communication skillsExceptionally professional and organizedExtremely detail-orientedAbility to collaborate with others, build and maintain relationshipsAbility to use discretion and maintain client confidentialityClient-first attitude Proficiency in Microsoft Office suiteExperience in Salesforce is a plus1+ years professional experience in financial analysis a plus
Frequently Asked Questions
How do I apply for the Lead Administrator position at Barnum Financial Group? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Barnum Financial Group without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Shelton, CT with potential relocation and sponsorship assistance depending on candidate qualifications.
Are there any candidate fees on Hirely? ▼
No. Hirely is completely free for candidates. We never charge registration fees or placement fees.
Legitimate employers will never ask you to transfer funds, purchase equipment from unauthorized vendors, or pay application/visa fees. Hirely rigorously monitors listings, but always verify communication is from official corporate email domains.
Learn how to protect yourself against employment fraud →