Advisor Consultant - Southern CA / Hawaii

The Hartford•Wayne, PA

13d•$75,000 - $100,000

About The Position

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. 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
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

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