Advisor Consultant - West Michigan

thehartford; Wayne (PA); On-site; USD 75,000 - 100,000; Full time

Job summary

The Hartford is hiring a Retail Sales Consultant to drive territory growth by connecting with financial advisors and conducting seminars, while managing relationships with strategic partners and firms. The ideal candidate will travel up to 80% of the time and hold Series 7 and Series 63 licenses, bringing five years of external wholesaling experience and proven presentation skills.

You will develop territory business plans, leverage data, and provide marketing support and client service to

Qualifications

• Bachelor's degree in business, economics, finance, sales or marketing (or equivalent on-the-job experience).
• Must be licensed (Series 7, Series 63).
• Willing to travel up to 80% of the time.
• Five years of external wholesaling experience preferred.
• Ability to build strong relationships and work well independently and in a team.
• Confident public speaker and effective presenter.
• Coachable with integrity and sound judgment.
• Awareness of industry trends and customer needs.
• Driven to achieve results with resourcefulness and problem-solving.

Responsibilities

• Increase sales and grow territory AUM by calling on financial advisors and conducting seminars and client events.
• Develop and implement territory business plans with internal sales support.
• Build strong relationships with Hartford Funds' 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 market conditions and Hartford Funds solutions.
• Stay updated on industry trends and advise advisors accordingly.
• Support conferences and meetings and ensure compliance with regulations.
• Complete administrative tasks in a timely manner

Skills

Relationship Building

Public Speaking

Sales Skills

Territory Travel

Strategic Planning

Communication

Team Player

Negotiation

Series 7

Series 63

Education

Bachelor's Degree

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.

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:

• Ownership Mindset
• Segmentation Skills
• Process Focused
• 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 region for this role is:

$75,000 - $100,000

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

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