Territory Advisor Consultant: Grow AUM & Clients

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

Job summary

The Hartford in Wayne, PA is seeking a Retail Sales Consultant to grow market share by developing deep, long‑term relationships with financial advisors within the assigned territory. You will reside in the territory, travel up to 80% of the time, and leverage Hartford Funds products to drive assets and AUM growth.

You will call on financial advisors, deliver seminars, and partner with internal teams to execute territory business plans.

Qualifications

• Bachelor’s Degree in 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
• The ability to build strong relationships with a proven track record of working effectively as an individual contributor as well as a team player
• A confident public speaker, great at making presentations
• Coachable
• Impeccable integrity and sound judgment
• A keen awareness of the industry as a whole: the competition, market dynamics, industry trends and customer needs
• A sincere drive to achieve
• Resourcefulness and superior problem-solving skills, knowing how to get results

Responsibilities

• Increase sales and grow territory AUM in a very competitive marketplace by calling on financial advisors, key contacts, and conducting seminar presentations and client events
• Develop and implement territory business plans in partnership with internal sales support
• Build strong relationships with Hartford Funds’ strategic partners, registered representatives, and firms
• Effectively leverage data and technology to capture sales and market share
• Provide marketing support and customer service to financial advisors in the assigned territory
• Develop and maintain deep understanding of evolving market conditions and Hartford Funds solutions
• Regularly update advisors on industry trends; anticipate client needs and continuously elevate the client experience
• Support and participate in various conferences and meetings
• Adhere to all compliance regulations and guidelines including use of approved marketing materials, fund prospectus requirements and proper licensing
• Complete administrative tasks (e.g., updating CRM and expense reporting) in a timely manner

Skills

Ownership Mindset

Segmentation Skills

Process Focused

Narrative Delivery

Education

Bachelor’s Degree in business, economics, finance, sales, or marketing (or equivalent on-the-job experience)

Job description

The Hartford in Wayne, PA is seeking a Retail Sales Consultant to grow market share by developing deep, long‑term relationships with financial advisors within the assigned territory. You will reside in the territory, travel up to 80% of the time, and leverage Hartford Funds products to drive assets and AUM growth.

You will call on financial advisors, deliver seminars, and partner with internal teams to execute territory business plans.