Territory Financial Advisor Consultant - Growth

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

Job summary

The Hartford is seeking a Retail Sales Consultant to expand market share within a defined territory by building deep relationships with financial advisors and partners. You will present Hartford Funds’ products and deliver seminars and client events while maintaining compliance and using data to drive results.

You will travel up to 80% in the assigned territory, develop territory business plans, and collaborate with internal teams to support advisors with marketing and service.

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.

Responsibilities

• Increase sales and grow territory AUM by calling on financial advisors, key contacts, and conducting seminars 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.

Skills

Ownership Mindset

Segmentation Skills

Process Focused

Meeting Execution

Public Speaking

Education

Bachelor’s Degree

Series 7 & Series 63 Licenses

Job description

The Hartford is seeking a Retail Sales Consultant to expand market share within a defined territory by building deep relationships with financial advisors and partners. You will present Hartford Funds’ products and deliver seminars and client events while maintaining compliance and using data to drive results.

You will travel up to 80% in the assigned territory, develop territory business plans, and collaborate with internal teams to support advisors with marketing and service.