Territory Financial Advisor Consultant - Travel 80%

The Hartford; Minnesota; On-site; USD 75,000 - 100,000; Full time

Job summary

The Hartford is seeking an Advisor Consultant to expand market share across a designated territory and drive Hartford Funds’ sales through strong relationships with financial advisors and firms.

The role requires traveling up to 80% of the time and holding Series 7 and 63 licenses. You will develop territory plans, present at seminars, and manage client events to grow assets under management.

Qualifications

• Bachelor's degree required.
• Must be fully licensed (Series 7, Series 63).
• Travel up to 80% of the time.
• 5+ years external wholesaling experience 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 with internal sales support.
• Build strong relationships with Hartford Funds’ strategic partners, registered representatives, and firms.
• Leverage data and technology to capture sales and market share.
• Provide marketing support and customer service to financial advisors in the territory.
• Develop and maintain deep understanding of evolving market conditions and Hartford Funds solutions.
• Regularly update advisors on industry trends; anticipate client needs and elevate the client experience.
• Support and participate in conferences and meetings.
• Adhere to compliance regulations including licensing and prospectus requirements.
• Complete administrative tasks (CRM and expense reporting).

Skills

Relationship building

Public speaking

Coachable

Integrity

Goal-oriented

Problem-solving

Education

Bachelor's degree in business/finance/sales/marketing

Job description

The Hartford is seeking an Advisor Consultant to expand market share across a designated territory and drive Hartford Funds’ sales through strong relationships with financial advisors and firms.

The role requires traveling up to 80% of the time and holding Series 7 and 63 licenses. You will develop territory plans, present at seminars, and manage client events to grow assets under management.