Territory Financial Advisor Consultant: High-Impact Sales

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

Job summary

A leading insurance firm is seeking a Retail Sales Consultant to increase market share and assets within a specific territory. This role involves building long-term relationships with financial advisors and executing effective sales strategies. The candidate must possess a Bachelor's degree, relevant licenses, and a minimum of five years of external wholesaling experience. The compensation ranges from $75,000 to $100,000 annually, with opportunities for bonuses and other incentives.

Qualifications

• Minimum of five years of external wholesaling experience required.
• Must have Series 7 and Series 63 licenses.
• Ability and willingness to travel 80% of the time.

Responsibilities

• Increase sales and grow territory AUM in a competitive marketplace.
• Develop territory business plans with sales support.
• Build strong relationships with strategic partners and firms.
• Provide marketing support and customer service to financial advisors.

Skills

Ownership Mindset

Segmentation Skills

Process Focused

Meeting Execution

Delivering Compelling Narratives

Education

Bachelor’s Degree in Business, Economics, Finance, Sales or Marketing

Job description

A leading insurance firm is seeking a Retail Sales Consultant to increase market share and assets within a specific territory. This role involves building long-term relationships with financial advisors and executing effective sales strategies. The candidate must possess a Bachelor's degree, relevant licenses, and a minimum of five years of external wholesaling experience. The compensation ranges from $75,000 to $100,000 annually, with opportunities for bonuses and other incentives.