When it comes to selling insurance, competition between agents can become fierce. But at Barnum Financial Group, managers strive to create a supportive environment rather than a cutthroat culture.
“The objective of the firm is to be a professional, dynamic organization but still have that family feel to it,” said Barnum’s Agency Sales Director Joe Katula.
Barnum, an office of MetLife, is a comprehensive financial services firm that fosters a positive culture by providing a number of resources to employees, including outside learning opportunities and mentoring programs.
The company still expects good sales figures, so it spurs friendly competition through sales staff incentives and recognition conferences, although nonsales employees have goals to work toward as well. The Snoopy Spirit Award encourages staff to recognize a fellow employee who has an upbeat attitude and is always willing to help others.
“Our firm believes in recognition,” said Katula. “The whole idea is enhance the culture and the camaraderie.”
There are also weekly companywide emails that recognize hard-working employees, success stories or learning experiences.
Barnum offers life, disability, auto, home and long-term care insurance, and specializes in financial planning for college, retirement, estate, wealth management and small business.
Employee support extends beyond the office walls by participation in community activities and charitable events. The Rhode Island office donated 100 bikes and helmets for underprivileged children during a Pawtucket Red Sox game last summer. And Barnum is already planning this year’s Bikes for Kids in August.
“Some of these kids have never owned a bike before,” said Katula. “And to see the jubilation on their faces, it’s worth their weight in gold.” •
Join PBN and two panels of successful female executives, business owners and entrepreneurs as we delve into what women should do to advance their careers, and become leaders in the corporate world and their own enterprises.
PBN's annual Book of Lists has been an essential resource for the local business community for almost 30 years. The Book of Lists features a wealth of company rankings from a variety of fields and industries, including banking, health care, real estate, law, hospitality, education, not-for-profits, technology and many more.