Advisor Consultant - MA and Boston Suburbs (not incl. Boston)

The Hartford; Boston (MA); Remote; USD 75,000 - 100,000; Full time

Job summary

The Hartford is seeking an Advisor Consultant to enhance sales and market share in Massachusetts and its suburbs. This 100% remote role requires building strong relationships with financial advisors and a commitment to excellence in all interactions. Ideal candidates will possess a Bachelor's degree and be fully licensed, with strong skills in segmentation and problem-solving. Compensation includes a competitive salary range, reflecting the expertise and experience required.

Qualifications

• Must be fully licensed (Series 7, Series 63)
• A minimum of five years of external wholesaling experience is preferred
• Strong relationship-building skills with a proven track record

Responsibilities

• Increase sales and grow territory AUM by calling on financial advisors
• Develop and implement territory business plans with internal sales support
• Build strong relationships with Hartford Funds’ strategic partners

Skills

Segmentation Skills

Process Focused

Resourcefulness

Superior problem-solving skills

Education

Bachelor’s Degree in business, economics, finance, sales, or marketing

Job description

Advisor Consultant - MA and Boston Suburbs (not incl. Boston) page is loaded

Advisor Consultant - MA and Boston Suburbs (not incl. Boston)

Apply remote type 100% Remote locations Wayne, PA time type Full time posted on Posted 30+ Days Ago job requisition id R2519887 Retail Sales Consultant - 87SX5E

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.

Overview of the role:

The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available). Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory.

Responsibilities of the role:

• Increase sales and grow territory AUM in a very competitive marketplace by calling on financial advisors, key contacts, and conducting seminar presentations and client events
• Develop and implement territory business plans in partnership with internal sales support
• Build strong relationships with Hartford Funds’ strategic partners, registered representatives, and firms
• Effectively leverage data and technology to capture sales and market share
• Provide marketing support and customer service to financial advisors in the assigned territory
• Develop and maintain deep understanding of evolving market conditions and Hartford Funds solutions
• Regularly update advisors on industry trends; anticipate client needs and continuously elevate the client experience
• Support and participate in various conferences and meetings
• Adhere to all compliance regulations and guidelines including use of approved marketing materials, fund prospectus requirements and proper licensing
• Complete administrative tasks (e.g., updating CRM and expense reporting) in a timely manner

Successful Advisor Consultants will possess the following key competencies that sets them apart:

1. Ownership Mindset

2. Segmentation Skills

3. Process Focused

4. Meeting Execution & Crafting/Delivering a Compelling Narrative

Qualifications:

• Bachelor’s Degree, preferably business, economics, finance, sales, or marketing (or equivalent on-the-job experience)
• Must be fully licensed (Series 7, Series 63)
• Must be able and willing to travel 80% of the time
• A minimum of five years of external wholesaling experience is preferred
• The ability to build strong relationships with a proven track record of working effectively as an individual contributor as well as a team player
• A confident public speaker, great at making presentations
• Coachable
• Impeccable integrity and sound judgment

• A keen awareness of the industry as a whole: the competition, market dynamics, industry trends and customer needs
• A sincere drive to achieve
• Resourcefulness and superior problem-solving skills, knowing how to get results

Preferred candidates will possess:

• Existing relationships with advisors and centers of influence in the territory
• A demonstrated track record of success in the assigned broker dealer firms
• Additional industry designations (i.e., CIMA, CFA)

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

$75,000 - $100,000

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits

Human achievement is at the heart of what we do.

We believe that with the right encouragement and support, people are capable of achieving amazing things.

We put our belief into action by ensuring individuals and businesses are well protected, and by going even further – making an impact in ways that go beyond an insurance policy.

Nearly 19,000 employees use their unique talents in careers that span a variety of disciplines – from developing the latest technology to creating and promoting our products to evaluating future financial risks.

We’re also committed to programs that drive education and support volunteerism, which put human beings first. We do it because it’s the right thing to do, and because when our customers, communities and employees succeed, we all do.