Advisor Consultant - Southern Minnesota (All Channels)

The Hartford; Wayne (PA); On-site; USD 80,000 - 110,000; Full time

Job summary

The Hartford is seeking an Advisor Consultant to grow market share and assets in a defined territory, focusing on building long-term relationships with financial advisors and firms. You will drive Hartford Funds’ products—mutual funds, ETFs, SMAs and CITs (where available)—and ensure compliant, effective client service.

You will develop territory business plans, leverage data to capture market share, and support marketing and events while maintaining productive advisor relationships and timely

Qualifications

• Must build durable relationships with financial advisors and partners.
• Proven ability to plan and execute territory business strategies.
• Strong presentation and seminar delivery skills.
• Proficiency with CRM tools and data-driven sales approaches.

Responsibilities

• Increase sales and territory AUM by calling financial advisors and hosting seminars.
• Develop and implement territory business plans with internal sales support.
• Build relationships with Hartford Funds’ strategic partners and firms.
• Leverage data and technology to capture sales and market share.
• Provide marketing support and customer service to financial advisors in the territory.
• Develop understanding of evolving market conditions and Hartford Funds solutions.
• Update advisors on industry trends and anticipate client needs.
• Support and participate in conferences and meetings.
• Adhere to compliance regulations and licensing requirements; use approved marketing materials.
• Complete administrative tasks (CRM updates and expense reporting) promptly.

Skills

Relationship building

Territory management

Sales planning

Public speaking

CRM proficiency

Tools

CRM systems

Job description

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

Key competencies that set successful Advisor Consultants apart

• Ownership Mindset
• Segmentation Skills