Thehartford
Advisor Consultant - Atlanta and South Georgia
Wayne, PA
Sponsorship not specified$75k-$100kDetected 15 days ago
CRMCustomer SupportProblem SolvingPublic SpeakingCFA
About the role
- The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory.
- Hartford Funds' products include Mutual Funds, ETFs, SMAs and CITs (where available).
- Increase sales and grow territory AUM in a very competitive marketplace by calling on financial advisors, key contacts, and conducting seminar presentations and client events
Responsibilities
- Develop and implement territory business plans in partnership with internal sales support
- Build strong relationships with Hartford Funds' strategic partners, registered representatives, and firms
- Provide marketing support and customer service to financial advisors in the assigned territory
- Develop and maintain deep understanding of evolving market conditions and Hartford Funds solutions
- Support and participate in various conferences and meetings
- Advisor Consultants drive Hartford Funds' sales through building deep and long-term relationships with financial advisors, strategic partners, and firms.
Requirements
- Bachelor's Degree, preferably business, economics, finance, sales, or marketing (or equivalent on-the-job experience)
- Must be fully licensed (Series 7, Series 63)
- Must be able and willing to travel 80% of the time
- The ability to build strong relationships with a proven track record of working effectively as an individual contributor as well as a team player
- A confident public speaker, great at making presentations
- Coachable
- Impeccable integrity and sound judgment
Nice to have
- Existing relationships with advisors and centers of influence in the territory
- A demonstrated track record of success in the assigned broker dealer firms
- Additional industry designations (i.e., CIMA, CFA)
- A minimum of five years of external wholesaling experience is preferred
- Preferred candidates will possess:
Skills
- Ownership Mindset
- Segmentation Skills
- Process Focused
- Meeting Execution & Crafting/Delivering a Compelling Narrative
- A sincere drive to achieve
- Resourcefulness and superior problem-solving skills, knowing how to get results
Compensation
- The listed annualized base pay range is primarily based on analysis of similar positions in the external market.
- Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role.
- The base pay is just one component of The Hartford's total compensation package for employees.
- Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition.
- $75,000 - $100,000
Benefits
- About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
Company info
- Retail Sales Consultant - 87SX5E
- We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies.
- Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too.
- Join our team as we help shape the future.
Equal opportunity
- Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
- Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
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