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.   

         

Overview of the role:

The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory.

Responsibilities of the role:

Increase sales and grow territory AUM in a very competitive marketplace by calling on financial advisors, key contacts, and conducting seminar presentations and client eventsDevelop and implement territory business plans in partnership with internal sales supportBuild strong relationships with Hartford Funds’ strategic partners, registered representatives, and firmsEffectively leverage data and technology to capture sales and market shareProvide marketing support and customer service to financial advisors in the assigned territoryDevelop and maintain deep understanding of evolving market conditions and Hartford Funds solutionsRegularly update advisors on industry trends; anticipate client needs and continuously elevate the client experienceSupport and participate in various conferences and meetingsAdhere to all compliance regulations and guidelines including use of approved marketing materials, fund prospectus requirements and proper licensingComplete administrative tasks (e.g., updating CRM and expense reporting) in a timely manner

Successful Advisor Consultants will possess the following key competencies that sets them apart:

-Ownership Mindset

-Segmentation Skills

-Process Focused

-Meeting Execution & Crafting/Delivering a Compelling Narrative 

Qualifications: 

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 timeA minimum of five years of external wholesaling experience is preferredThe ability to build strong relationships with a proven track record of working effectively as an individual contributor as well as a team playerA confident public speaker, great at making presentationsCoachableImpeccable integrity and sound judgmentA keen awareness of the industry as a whole: the competition, market dynamics, industry trends and customer needsA sincere drive to achieveResourcefulness and superior problem-solving skills, knowing how to get results

Preferred candidates will possess:

Existing relationships with advisors and centers of influence in the territoryA demonstrated track record of success in the assigned broker dealer firmsAdditional industry designations (i.e., CIMA, CFA)

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. The annualized base pay range for this role is:

$60,000 - $72,000

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

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