Advisor Consultant - Southern CA / Hawaii

The Hartford • Wayne, PA

96d • $75,000 - $100,000 • Remote

About The Position

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.

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
• 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

Nice To Haves

• 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)

Responsibilities

• 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

Benefits

• Short-term or annual bonuses
• Long-term incentives
• On-the-spot recognition

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree