The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory by building deep, long-term relationships with financial advisors, strategic partners, and firms. At The Hartford, we're proud to be an insurance company that goes well beyond coverages and policies, helping others accomplish their goals while shaping the future.
What You'll Do
- 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
What We're Looking For
- 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 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
- Ownership Mindset
- Segmentation Skills
- Process Focused
- Meeting Execution & Crafting/Delivering a Compelling Narrative
Nice to Have
- A minimum of five years of external wholesaling experience is preferred
- 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)
Technical Stack
- CRM, data and technology tools for sales and market share capture
Benefits & Compensation
- Short-term or annual bonuses
- Long-term incentives
- On-the-spot recognition
- Perks & Benefits (as referenced in the posting)
Base salary range: $75,000 - $100,000. Additional compensation includes short-term or annual bonuses, long-term incentives, and on-the-spot recognition.
Work Mode
- Must reside in the assigned territory and travel 80% of the time
Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
