Advisor Consultant - Los Angeles Non-Wires

The Hartford

4.5

(69)

Wayne, PA (Remote)

Why you should apply for a job to The Hartford:

  • 4.5/5 in overall job satisfaction
  • 4.4/5 in supportive management
  • 75% say women are treated fairly and equally to men
  • 87% would recommend this company to other women
  • 90% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • The Professional Women’s Network (PWN) provides professional support, growth, advancement and networking to enable greater gender balance.
  • The Hartford offers diversity awareness training known as Appreciating Differences and Managing Inclusion.
  • Employees will be provided with leave of up to four weeks and paid at a rate of 100 percent of their base pay.
  • #R2418536

    Position summary

    side 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:

    $60,000 - $72,000

    Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

    About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits

    Why you should apply for a job to The Hartford:

  • 4.5/5 in overall job satisfaction
  • 4.4/5 in supportive management
  • 75% say women are treated fairly and equally to men
  • 87% would recommend this company to other women
  • 90% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • The Professional Women’s Network (PWN) provides professional support, growth, advancement and networking to enable greater gender balance.
  • The Hartford offers diversity awareness training known as Appreciating Differences and Managing Inclusion.
  • Employees will be provided with leave of up to four weeks and paid at a rate of 100 percent of their base pay.