Territory Financial Advisor Consultant

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

Job summary

The Hartford is seeking a high-energy Retail Sales Consultant to expand market share across an assigned territory. The role focuses on building deep, long‑term relationships with financial advisors, partners, and firms, leveraging Hartford Funds’ products to grow AUM and revenue.

Ideal candidates hold a Bachelor’s degree, Series 7 and 63 licenses, and can travel up to 80%. Strong presentation and communication skills, integrity, and a proven track record in external wholesaling are essential.

Qualifications

• Bachelor’s degree in business/economics/finance/sales/marketing or equivalent.
• Fully licensed with Series 7 and Series 63.
• Willing to travel 80% of the time.
• 5+ years external wholesaling experience preferred.

Responsibilities

• Increase sales and grow territory AUM by calling on financial advisors and conducting seminars.
• Develop and implement territory business plans with internal sales support.
• Build relationships with Hartford Funds’ partners and firms.
• Leverage data and technology to capture sales and market share.
• Provide marketing support and customer service to advisors in the territory.
• Stay informed on market conditions and Hartford Funds solutions.
• Update advisors on industry trends and client needs.

Skills

Ownership Mindset

Segmentation Skills

Process Focused

Meeting Execution

Education

Bachelor’s Degree (business/economics/finance/sales/marketing)

Tools

Series 7

Series 63

Job description

The Hartford is seeking a high-energy Retail Sales Consultant to expand market share across an assigned territory. The role focuses on building deep, long‑term relationships with financial advisors, partners, and firms, leveraging Hartford Funds’ products to grow AUM and revenue.

Ideal candidates hold a Bachelor’s degree, Series 7 and 63 licenses, and can travel up to 80%. Strong presentation and communication skills, integrity, and a proven track record in external wholesaling are essential.