RIA Sales Consultant (West)

The Hartford; Wayne (PA); Remote; USD 75,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic RIA Sales Consultant to lead sales efforts for its investment strategies. In this fully remote role, you'll develop and maintain relationships with key financial groups, leveraging your expertise to drive sales growth. This position requires a strong background in financial sales, excellent communication skills, and a proactive approach to problem-solving. Join a forward-thinking company that values innovation and offers a supportive environment where you can thrive and make a significant impact on clients and the industry.

Benefits

Flexible Work Hours

Health Insurance

401(k) Plan

Paid Time Off

Remote Work Opportunities

Employee Discounts

Professional Development

Annual Bonuses

Qualifications

• 5+ years of financial sales experience with RIAs and Private Wealth Groups.
• Proven track record of sales success in assigned territory.

Responsibilities

• Develop business plans to drive sales and maintain relationships.
• Coordinate with internal sales partners for strategic campaigns.

Skills

Financial Sales

Interpersonal Skills

Quantitative Analysis

Communication Skills

Relationship Building

Problem Solving

Education

Bachelor’s Degree

MBA (preferred)

Tools

Salesforce

Microsoft Office

Job description

RIA Sales Consultant (West)

RIA Sales Consultant (West)

Apply remote type 100% Remote locations Wayne, PA time type Full time posted on Posted 2 Days Ago job requisition id R2520509 RIA Sales Consultant - 87SY5E

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: Must live within geographic coverage area that will include: CA, WA, CO, OR, AZ, UT, ID, NV, MT, HI, WY, NM, AK

Overview of the role: The RIA Sales Consultant is responsible for directing sales efforts for Hartford Funds within the assigned geographic territory. This includes identifying and developing relationships with RIAs, Bank Trust, and Private Wealth Groups that have firm AUM over $500 million. The role requires becoming a detailed expert in articulating Hartford Funds' specific investment strategies and being a key driver in optimizing and growing the firm's product capabilities.

Responsibilities of the role:

• Develop a business plan to drive sales leveraging Hartford Funds product positioning on RIA’s, Bank Trust and Private Wealth Groups and other centers of influence to drive sales.
• Work to increase sales within region by developing and maintaining new and existing relationships.
• Work in coordination with internal sales partner, providing direction for outbound sales call campaigns and strategic territory coverage.
• Respond to inquiries and resolve problems of a complex nature with key representatives and firms.
• Stay current and up-to-date with market, economic and industry trends, as well as competitor products.
• Maintain a detailed level of knowledge of Hartford Funds products and services.
• Supply input concerning industry developments and client needs for incorporation into company’s strategic marketing decisions.
• Operate a regional budget by making appropriate allocations to maximize sales opportunities while staying within annual regional expense limit.
• Prepare an annual regional business plan.
• Require high activity level of face-to-face selling.

Qualifications:

• Bachelor’s degree required; MBA preferred (finance, marketing, or economics).
• Five plus years financial sales experience calling on RIA’s, Bank Trust and Private Wealth Groups.
• Position requires knowledge of the mutual funds market, and an existing network of RIA’s in assigned territory.
• Proven track record of sales success in assigned territory.
• Excellent interpersonal, teamwork and relationship building skills.
• Quantitative and financial analysis skills a plus.
• Excellent oral and written communication skills with the ability to influence.
• Excellent group presentation and financial sales skills.
• Excellent organization skills.
• Aptitude to creatively address complex issues and problems and provide guidance to senior management.
• Must be self-motivated and able to work effectively with minimal supervision.
• Must reside within assigned geographic territory.
• Must have ability to travel overnight approximately 70% of time.
• CIMA or CFA Designation preferred.
• FINRA Series 7 and 63 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: $75,000 - $100,000.

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits

Human achievement is at the heart of what we do.

We believe that with the right encouragement and support, people are capable of achieving amazing things.

We put our belief into action by ensuring individuals and businesses are well protected, and by going even further – making an impact in ways that go beyond an insurance policy.

Nearly 19,000 employees use their unique talents in careers that span a variety of disciplines – from developing the latest technology to creating and promoting our products to evaluating future financial risks.

We’re also committed to programs that drive education and support volunteerism, which put human beings first. We do it because it’s the right thing to do, and because when our customers, communities and employees succeed, we all do.