Remote Territory Advisor Consultant – Growth & Relationships

The Hartford; Atlanta (GA); On-site; USD 75,000 - 100,000; Full time

Job summary

The Hartford is seeking an Advisor Consultant to cover Atlanta and South Georgia. The role focuses on increasing market share by calling on financial advisors, presenting seminars, and developing territory plans.

You will build relationships with financial advisors and partners, while ensuring compliance and timely CRM updates as part of a nationally remote role. Ideal candidates have a bachelor’s degree, Series 7 and 63 licenses, and at least five years of external wholesaling experience.

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.

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 and maintain strong relationships with Hartford Funds’ partners and firms.
• Regularly update advisors on industry trends and Hartford Funds solutions; provide marketing support and customer service.
• Complete administrative tasks (CRM updates, expense reporting) promptly and in compliance with regulations.

Skills

Ownership Mindset

Segmentation

Process Focused

Presentation Skills

Education

Bachelor’s Degree or equivalent experience

Job description

The Hartford is seeking an Advisor Consultant to cover Atlanta and South Georgia. The role focuses on increasing market share by calling on financial advisors, presenting seminars, and developing territory plans.

You will build relationships with financial advisors and partners, while ensuring compliance and timely CRM updates as part of a nationally remote role. Ideal candidates have a bachelor’s degree, Series 7 and 63 licenses, and at least five years of external wholesaling experience.