Internal Advisor Consultant (Inside Sales - Investment Industry)

You are a driven and motivated problem solver ready to pursue meaningful work. You strive to make an impact every day & not only at work, but in your personal life and community too. If that sounds like you, then you've landed in the right place.

Overview of Internal Sales: Our sales desk is a collaborative, inclusive, and energizing place to work. We play an integral role in the success of our firm. We challenge each other to get better each day, encouraging our Sales Team to pursue designations, education, and new skill sets. We also provide a great jumping off point for a career in Financial Services.
 

Overview of the role: The primary duties of this role are to partner with an external salesperson (Advisor Consultant) to drive territory sales through relationships with Financial Professionals. The Internal Advisor Consultant must achieve and maintain an expert knowledge of the Hartford Funds product line and the Investment Industry.

*This position will adhere to Hartford Funds’ hybrid work model, in which employees are expected to work in our Wayne, PA office location 3 days per week (Tuesdays, Wednesdays and Thursdays).  Employees have the option of working remotely on Mondays and Fridays if they choose.

FAQ:

Q: Do I need experience in the Investment or Financial Services business to be considered?

A: It certainly helps, but it’s not necessary to get started.  Depending on experience, you may spend your first several months training and attaining your licenses before getting a territory.

Q: What if I don’t have sales experience?

A: We are looking for people who are motivated by a sales atmosphere. Does that mean you have to have sold something?  It certainly helps, but if you feel that you are destined for sales, and you haven’t had a shot at it yet - then come and talk to us!

Q: How am I assigned a territory? Do I get to choose?

A: We make an assessment based on what’s open, your skillset and personality and the requirements and personality of your future partner(s).  Some sales reps support 1, others have 2-3 that they support.

Responsibilities of the role:

• Develop relationships with Financial Professionals in your territory through outbound calls, virtual meetings, and emails.
• Sell, cross-sell and upsell our products to Financial Professionals at the industry’s most recognized companies.
• Partner with the external salesperson (Advisor Consultant) to develop territory business plan and execute on company initiatives.
• Act as a go-between with the ‘home office’ and Advisor Consultant in the field
• Provide personalized, web-based hypothetical illustrations
• Ask for referrals and business
• Handle special projects as assigned within the Sales Desk
• Attend various sales meetings and training sessions
• Work within your team to make those around you better
• Maintain contact management system (CRM) to track all calls and conversations
• Resolve service and other business-related issues

Qualifications: 

• Bachelor’s Degree in Business or related field preferred
• NASD Series 7, 63 or 66 licenses required within first 3 months.
• Minimum of 1-2 years of sales experience, preferably in Financial Services
• Flexible and able to accept, create and manage change
• Ability to work well independently and within a team
• Passion for sales/financial industry
• Sales focused mentality
• Positive, flexible attitude
• Excellent communication skills
• Strong organizational and prioritization skills
• Responsible, conscientious, and self-motivated
• Strong PC Skills
• Excellent listening and probing skills
• Willingness to quickly learn product lines, procedures, and workflows

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 - $65,000

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

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Internal Sales Consultant - 87SW5E

Skills: