Internal Advisor Consultant (Inside Sales - Investment Industry)

The Hartford; Wayne (PA); Hybrid; USD 60,000 - 65,000; Full time

Job summary

The Hartford is seeking an Internal Sales Consultant in Wayne, PA to develop and maintain strong relationships with financial professionals in the assigned territory. You will conduct complex sales calls regarding Hartford Funds products and leverage market knowledge through inbound and outbound communications.

You will travel as needed within the territory and work across teams to meet or exceed sales goals, while adhering to FINRA and SEC guidelines and Hartford's sales desk hybrid model

Qualifications

• Bachelor's degree or equivalent experience required.
• NASD Series 7 and 63 or 66 licenses required.
• Minimum 2+ years of sales experience, preferably in financial services.
• Outstanding verbal and written communication skills.
• Ability to work and thrive in a team environment while also being a motivated, innovative self-starter.
• Strong interpersonal skills with proven ability to build effective relationships.
• Possess exceptional organizational skills, time management and detail-oriented with the ability to multi-task.
• Sales focused mentality and a desire to grow within the sales organization.
• Strong PC skills.
• Positive, flexible attitude.

Responsibilities

• Proactively position and differentiate Hartford Funds products using a consultative sales process with financial professionals.
• Build and execute on a thoughtful business plan to maximize efficiency and engagement.
• Expand existing client base by identifying and pursuing new opportunities through data and analytics.
• Exhibit high level market knowledge and ability to converse with financial professionals on current economic conditions.
• Embrace the Hartford Funds culture and commitment to providing our advisors with an unparalleled client experience.
• Work with colleagues across the organization to help achieve sales/firm objectives.
• Comply with FINRA and SEC rules and internal guidelines.
• Must be able to travel in assigned territory as required.

Skills

Sales experience

Communication skills

Interpersonal skills

Team player

Self-motivated

Education

Bachelor's degree or equivalent

Tools

CRM software

Job description

Internal Sales Consultant - 87SW5E

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.

Are you a highly motivated, self-starter with prior sales experience looking to grow their career in financial services? Would you like to use your strong communication skills to help develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in your career evolution. As an Internal Advisor Consultant you will be responsible for building and maintaining strong relationships with financial professionals within a specific territory while conducting complex sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications.

In this role you will be expected to establish and maintain open communication with an Advisor Consultant (external wholesaler) and work together to help meet or exceed established sales goals, individual execution metrics, as well as firm objectives. This position will adhere to Hartford Funds' sales desk hybrid work model, in which employees are expected to work in our Wayne, PA office location 4 days per week (Mondays, Tuesdays, Wednesdays, and Thursdays). Employees have the option of working remotely on Fridays if they choose.

Primary Responsibilities

• Proactively position and differentiate Hartford Funds products using a consultative sales process with financial professionals
• Build and execute on a thoughtful business plan to maximize efficiency and engagement
• Expand existing client base by identifying and pursuing new opportunities through data and analytics
• Exhibit high level market knowledge and ability to converse with financial professionals on current economic conditions
• Embrace the Hartford Funds culture and commitment to providing our advisors with an unparalleled client experience
• Work with colleagues and teams across the organization to help achieve sales/firm objectives
• Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any established internal guidelines
• Must be able to travel in assigned territory as required

Qualifications

• Bachelor's degree or equivalent experience required
• NASD Series 7 and 63 or 66 licenses required
• Minimum required 2+ years of sales experience, preferably in the Financial Services industry
• Outstanding verbal and written communication skills
• Ability to work and thrive in a team environment while also being a motivated, innovative self-starter
• Strong interpersonal skills with proven ability to build effective relationships
• Possess exceptional organizational skills, time management and detail-oriented with the ability to multi-task
• Sales focused mentality and a desire to grow within the sales organization
• Strong PC Skills
• Positive, flexible attitude

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: $60,000 - $65,000

Equal Opportunity Statement

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

About Us & Culture

About Us | Our Culture | What It's Like to Work Here | Perks & Benefits Every day, a day to do right. Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees - continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.