Territory Growth Advisor Consultant

thehartford

Wayne (PA)

On-site

USD 75,000 - 100,000

Full time

7 days ago
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Job summary

The Hartford seeks an experienced Retail Sales Consultant to drive sales and assets in a defined territory, focusing on financial advisors and strategic partners. The role requires travel and strong relationship-based selling within the Hartford Funds product suite.

Candidates should hold a Bachelor’s degree in business/economics/finance/sales/marketing and be Series 7/63 licensed, with a track record in external wholesaling and public speaking.

Qualifications

  • Bachelor's Degree in business/economics/finance/sales/marketing or equivalent on-the-job experience.
  • Fully licensed (Series 7, Series 63).
  • Willing to travel 80% of the time.
  • Minimum five years external wholesaling experience preferred.
  • Ability to build strong relationships and work well as an individual and in a team.

Responsibilities

  • Increase sales and grow territory AUM by calling on financial advisors and conducting seminars.
  • Develop and implement territory business plans with sales support.
  • Build relationships with Hartford Funds' partners, 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.

Skills

Relationship building
Public speaking
Coachable
Integrity
Territory management
Sales execution

Education

Bachelor's Degree in business/economics/finance/sales/marketing

Tools

CRM software

Job description

The Hartford seeks an experienced Retail Sales Consultant to drive sales and assets in a defined territory, focusing on financial advisors and strategic partners. The role requires travel and strong relationship-based selling within the Hartford Funds product suite.

Candidates should hold a Bachelor’s degree in business/economics/finance/sales/marketing and be Series 7/63 licensed, with a track record in external wholesaling and public speaking.

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