Advisor Consultant - San Jose (Cross-Channel)

The Hartford • Wayne, PA • 1h ago

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.

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 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

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 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

Preferred candidates will possess:

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)

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:

$75,000 - $100,000

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us (https://www.thehartford.com/about-us) | Our Culture (https://www.thehartford.com/about-us/corporate-culture) | What It's Like to Work Here (https://www.thehartford.com/careers/our-employees) | Perks & Benefits (https://www.thehartford.com/careers/benefits)

Every day, a day to do right.

Showing up for people isn't just what we do. It's who we are - and have been for more than 200 years. We're devoted to finding innovative ways to serve our customers, communities and employees-continually asking ourselves what more we can do.

Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable?

That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined.

And while how we contribute looks different for each of us, it's these values that drive all of us to do more and to do better every day.

About Us (https://www.thehartford.com/about-us)

Our Culture

What It's Like to Work Here (https://www.thehartford.com/careers/our-employees)

Perks & Benefits

Legal Notice (https://www.thehartford.com/legal-notice)

Accessibility Statement Producer Compensation (https://www.thehartford.com/producer-compensation)

EEO

California Privacy Policy

Your California Privacy Choices (https://www.thehartford.com/data-privacy-opt-out-form)

International Privacy Policy

Canadian Privacy Policy (https://www.thehartford.com/canadian-privacy-policy)

Unincorporated Areas of LA County, CA (Applicant Information)

MA Applicant Notice (https://www.thehartford.com/ma-lie-detector)

Hartford India Prospective Personnel Privacy Notice

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