The Hartford

Advisor Consultant – Northern Minnesota

The Hartford

full-time

Posted on:

Location Type: Remote

Location: Pennsylvania • United States

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Salary

💰 $75,000 - $100,000 per year

About 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 events
  • Develop and implement territory business plans in partnership with internal sales support
  • Build strong relationships with Hartford Funds’ strategic partners, registered representatives, and firms
  • Effectively leverage data and technology to capture sales and market share
  • 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
  • Regularly update advisors on industry trends; anticipate client needs and continuously elevate the client experience
  • Support and participate in various conferences and meetings
  • Adhere to all compliance regulations and guidelines including use of approved marketing materials, fund prospectus requirements and proper licensing
  • Complete administrative tasks (e.g., updating CRM and expense reporting) in a timely manner

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
  • A minimum of five years of external wholesaling experience is preferred
  • 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
  • A keen awareness of the industry as a whole: the competition, market dynamics, industry trends and customer needs
  • A sincere drive to achieve
  • Resourcefulness and superior problem-solving skills, knowing how to get results
Benefits
  • Compensation package includes short-term or annual bonuses
  • Long-term incentives
  • On-the-spot recognition
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
external wholesalingbusiness planningdata analysismarket analysiscustomer servicepresentation skillssales strategycompliance adherenceCRM managementexpense reporting
Soft Skills
relationship buildingpublic speakingteam collaborationintegrityjudgmentdrive to achieveresourcefulnessproblem-solvingcoachableclient experience enhancement
Certifications
Bachelor’s DegreeSeries 7Series 63