Divisional Sales Manager - West

The Hartford; Wayne (PA); On-site; USD 200,000 - 250,000; Full time

Job summary

The Hartford is seeking a Divisional Sales Manager for Hartford Funds to hire, coach, train, and develop Advisor Consultants across Wire and Non-Wire channels. Reporting to the Head of Distribution, you will guide regional sales initiatives and represent Hartford Funds at meetings and events.

Lead a regional team, drive production, recruit and mentor wholesalers, and collaborate with internal support teams while upholding compliance and driving growth.

Qualifications

• Five years of experience leading a team at a national or regional level.
• Ten years financial services industry experience.
• Proven coaching results with mutual fund, ETF and SMA sales experience is a plus.
• Excellent communication, public speaking and relationship-building skills.
• Bachelor’s Degree in business, economics, finance, sales or marketing (or equivalent on-the-job experience).
• Series 7, 63/24 or Series 26 licenses required.

Responsibilities

• Manage sales staff in a geographic region.
• Maximize production through territory structure and staffing; continually improve territory validity.
• Define and clearly communicate a vision, strategy, and goals to wholesalers.
• Recruit, hire, train, coach and develop wholesalers.
• Mentor staff; act as a role model and partner with internal support teams.
• Train wholesalers on products and processes and apply teachings to real-world selling.
• Build strong relationships with strategic partners and firms.
• Represent Hartford Funds at meetings, events, and conferences.
• Plan and manage expense budgets for the division; conduct performance reviews.

Skills

Leadership

Coaching

Communication

Public Speaking

Relationship Building

Education

Bachelor’s Degree in business/economics/finance/sales

Tools

Series 7 License

Series 63/24 or Series 26 License

Job description

Retail Sales Director - 86SX2E 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.

Location: West Region

Overview of the role: Hartford Funds has an exciting opportunity for a Divisional Sales Manager who will be responsible for hiring, coaching, training, and developing team of Advisor Consultants across the Wire and Non-Wire channels. Reporting to the Head of Distribution, this role will be responsible for monitoring activities and accomplishments to optimize sales results. The Divisional Sales Manager will represent Hartford Funds in advisor and regional meetings, branch presentations and company hosted events, functions, and industry conferences.

Responsibilities of the role:

• Responsible for managing sales staff in a geographic region.
• Maximize production through territory structure and staffing (consistently improve the validity of territories).
• Define and clearly communicate a vision, strategy, and goals to the wholesalers.
• Recruit, hire, train, coach and develop wholesalers.
• Actively mentor staff, acting as a role model.
• Work closely with internal support teams – treat them as an extension of the external sales teams.
• Train wholesalers on the products and processes, coach, and work with them to apply their style to the products and processes.
• Create a team atmosphere by encouraging and valuing collaboration/team results.
• Deliver impactful coaching and developmental feedback.
• Build strong relationships with our strategic partners, registered representatives and firms.
• Represent Hartford Funds and/or present at various meetings.
• Maintain open communications with other departments (e.g., marketing, internals, etc.) in order to influence direction.
• Effectively plan and manage expense budgets for the division.
• Perform management activities consistent with corporate human resource policies including performance reviews, performance improvement, etc.
• Supervise field activity.
• Track and analyze activities and sales results to assess wholesaler effectiveness and discover opportunities for improvement.
• Cost and compliance management.
• Work collaboratively across departments and functions to drive the Hartford Funds culture and strengthen the brand.

Qualifications:

• Five years of experience leading a team at a national or regional level
• Ten years financial services industry experience
• Demonstrated abilities in coaching a sales organization and accomplishment of goals with a mutual fund firm; ETF and SMA sales experience is a plus.
• Outstanding energy, focus, and drive to achieve results
• Proven results and demonstrated sustainable achievement in a financial sales environment
• Capacity to build and manage relationships across entire organization and with our partner firms
• Sets high standards for self and others and excellent interpersonal skills
• A confident public speaker, great at making presentations
• Resourcefulness and superior problem solving skills
• In-depth product knowledge and investment acumen
• Solid performance management skills
• Has a keen awareness of the industry as a whole: the competition, market dynamics, industry trends, customer needs and compliance
• Able to handle complex or rapid flow of information and ideas effectively
• Excellent organization, communication and time management skills
• Talent champion
• Trusted decision-maker
• Able to manage risk and motivate a diverse work force
• Recruit, on-board and deploy talent
• Plan and manage expense budgets for division
• A Bachelor’s Degree, preferably business, economics, finance, sales or marketing (or equivalent on-the-job experience)
• Series 7, 63 24 or Series 26 license (required)

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: $200,000 - $250,000

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

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