Regional Sales Director, Financial Services Growth

The Hartford

Wayne (PA)

On-site

USD 200,000 - 250,000

Full time

5 days ago
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Job summary

Hartford Funds is seeking a Divisional Sales Manager to hire, coach, train and develop Advisor Consultants across the Wire and Non-Wire channels, reporting to the Head of Distribution. The role focuses on monitoring activities and optimizing sales results while representing Hartford Funds in advisor and regional meetings, branch presentations and industry events.

You will lead a regional sales team, recruit and mentor wholesalers, work with internal support groups, and drive collaboration to

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).

Responsibilities

  • 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.

Skills

Team leadership
Coaching
Public speaking
Relationship management
Strategic thinking

Education

Bachelor's degree (business/economics/finance/sales/marketing)
Series 7, 63, 24 or Series 26 license

Job description

Hartford Funds is seeking a Divisional Sales Manager to hire, coach, train and develop Advisor Consultants across the Wire and Non-Wire channels, reporting to the Head of Distribution. The role focuses on monitoring activities and optimizing sales results while representing Hartford Funds in advisor and regional meetings, branch presentations and industry events.

You will lead a regional sales team, recruit and mentor wholesalers, work with internal support groups, and drive collaboration to

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