Territory Growth Advisor Consultant

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

Job summary

The Hartford is seeking a Retail Sales Consultant to grow market share across a defined territory in the United States. You will build deep, long-term relationships with financial advisors and strategic partners to expand Hartford Funds’ assets under management.

You are a dynamic communicator, comfortable presenting at seminars, and adept at tailoring business plans with internal teams while meeting regulatory guidelines and completing CRM tasks.

Qualifications

• Bachelor’s Degree required or equivalent on-the-job experience.
• Must be fully licensed (Series 7, Series 63).
• Willing to travel 80% of the time.
• Five years of external wholesaling experience preferred.
• Strong relationship-building and presentation skills.

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 financial advisors in the territory.
• Develop understanding of market conditions and Hartford Funds solutions.
• Update advisors on industry trends and anticipate client needs.
• Support conferences and meetings; complete administrative tasks.

Skills

Ownership Mindset

Segmentation Skills

Process Focused

Meeting Execution

Public Speaking

Education

Bachelor’s Degree

Job description

The Hartford is seeking a Retail Sales Consultant to grow market share across a defined territory in the United States. You will build deep, long-term relationships with financial advisors and strategic partners to expand Hartford Funds’ assets under management.

You are a dynamic communicator, comfortable presenting at seminars, and adept at tailoring business plans with internal teams while meeting regulatory guidelines and completing CRM tasks.