Territory Growth Advisor for Financial Advisors

The Hartford; Wayne (PA); On-site; USD 80,000 - 110,000; Full time

Job summary

The Hartford is seeking an Advisor Consultant to grow market share and assets in a defined territory, focusing on building long-term relationships with financial advisors and firms. You will drive Hartford Funds’ products—mutual funds, ETFs, SMAs and CITs (where available)—and ensure compliant, effective client service.

You will develop territory business plans, leverage data to capture market share, and support marketing and events while maintaining productive advisor relationships and timely

Qualifications

• Must build durable relationships with financial advisors and partners.
• Proven ability to plan and execute territory business strategies.
• Strong presentation and seminar delivery skills.
• Proficiency with CRM tools and data-driven sales approaches.

Responsibilities

• Increase sales and territory AUM by calling financial advisors and hosting seminars.
• Develop and implement territory business plans with internal sales support.
• Build relationships with Hartford Funds’ strategic 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 evolving market conditions and Hartford Funds solutions.
• Update advisors on industry trends and anticipate client needs.
• Support and participate in conferences and meetings.
• Adhere to compliance regulations and licensing requirements; use approved marketing materials.
• Complete administrative tasks (CRM updates and expense reporting) promptly.

Skills

Relationship building

Territory management

Sales planning

Public speaking

CRM proficiency

Tools

CRM systems

Job description

The Hartford is seeking an Advisor Consultant to grow market share and assets in a defined territory, focusing on building long-term relationships with financial advisors and firms. You will drive Hartford Funds’ products—mutual funds, ETFs, SMAs and CITs (where available)—and ensure compliant, effective client service.

You will develop territory business plans, leverage data to capture market share, and support marketing and events while maintaining productive advisor relationships and timely