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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
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