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Advisor Consultant - San Francisco Metro (Cross-Channel)

The Hartford

4.5

(70)

Wayne, PA (Remote)

Why you should apply for a job to The Hartford:

  • Ranked as one of the Best Companies Where CEOs Support Gender Diversity in 2022
  • 4.5/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 76% 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.

    • #R2417710_Wayne

    Position summary

    territory

    • Present technical product knowledge in an innovative way
    • Regularly update advisors on industry trends
    • Work with drive and passion and encourage others to do the same
    • Build strong relationships with our strategic partners, registered representatives and firms
    • Administrative: schedule and expense reporting
    • Ability to increase sales in a very competitive marketplace by: calling on financial advisors, calling on key contacts at the firms, calling on clients with their advisor and conducting seminar presentations and client events.

    Qualifications:

    • A bachelor's degree, preferably business, economics, finance, sales or marketing (or equivalent on-the-job experience)

    • 3-5 years of wholesaling experience
    • Distribution channel experience with assigned broker dealer firms.
    • Track Record of success with existing relationships inside the territory with Financial Advisors at specified firms.
    • Technical proficiency of mutual funds
    • Must be fully licensed (Series 7, Series 63)
    • Individual must be sales focused and have demonstrated the ability to operate in a multitask environment and stay organized
    • Able to take and manage risk
    • Able to handle complex or rapid flow of information and ideas effectively
    • A strong work ethic
    • Strong understanding of the market and sales process, how to prospect for brokers and clients and close the sale.
    • A consistently positive attitude
    • A confident public speaker, great at making presentations
    • Strong verbal and written communication skills
    • Outgoing and good with people
    • A sincere drive to achieve and make the sale
    • Resourcefulness and superior problem-solving skills
    • A strong sense of independence
    • Confident and assertive
    • "Coachable"
    • Able and willing to travel 80% of the time

    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/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:

  • Ranked as one of the Best Companies Where CEOs Support Gender Diversity in 2022
  • 4.5/5 in overall job satisfaction
  • 4.5/5 in supportive management
  • 76% 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.