Territory Advisor Consultant: Growth in Financial Sales

The Hartford; Pennsylvania; Hybrid; USD 75,000 - 100,000; Full time

Job summary

The Hartford seeks an Advisor Consultant to grow market share and assets by engaging financial advisors, strategists, and firms within a defined territory. You will build long-term relationships and promote Hartford Funds' products across mutual funds, ETFs, SMAs and CITs where available.

You must reside in the territory and be willing to travel up to 80% of the time; a strong track record in external wholesaling and public speaking is valued.

Qualifications

• Requires Bachelor's Degree in business, economics, finance, sales, or marketing (or equivalent on-the-job experience).
• Must be fully licensed (Series 7, Series 63).
• Travel up to 80% of the time.
• 5+ years external wholesaling experience preferred.
• Ability to build relationships and work well as an individual contributor and as part of a team.

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 relationships with Hartford Funds' strategic partners and firms.
• Leverage data and technology to capture sales and market share.
• Provide marketing support and customer service to financial advisors in the territory.
• Stay updated on market conditions and Hartford Funds solutions.

Skills

Ownership Mindset

Segmentation Skills

Process Focused

Public Speaking

Education

Bachelor's Degree in business/economics/finance/sales/marketing

Job description

The Hartford seeks an Advisor Consultant to grow market share and assets by engaging financial advisors, strategists, and firms within a defined territory. You will build long-term relationships and promote Hartford Funds' products across mutual funds, ETFs, SMAs and CITs where available.

You must reside in the territory and be willing to travel up to 80% of the time; a strong track record in external wholesaling and public speaking is valued.