Advisor Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Drive sales and expand territory AUM in a highly competitive environment by engaging financial advisors, key contacts, and delivering seminar presentations and client events.

• Create and execute territory business plans in collaboration with internal sales support teams.

• Foster robust relationships with Hartford Funds’ strategic partners, registered representatives, and affiliated firms.

• Effectively utilize data and technology to enhance sales and capture market share.

• Offer marketing support and customer service to financial advisors within the designated territory.

• Cultivate and maintain a comprehensive understanding of changing market conditions and Hartford Funds solutions.

• Regularly inform advisors about industry developments; anticipate client needs and consistently improve the client experience.

• Assist and engage in various conferences and meetings.

• Comply with all regulations and guidelines, including the use of approved marketing materials, fund prospectus requirements, and maintaining proper licensing.

• Complete administrative duties (such as updating CRM and submitting expense reports) promptly.

⛳️ Requirements

• Bachelor’s Degree in business, economics, finance, sales, or marketing (or equivalent practical experience).

• Must possess full licensing (Series 7, Series 63).

• Willingness and ability to travel 80% of the time is required.

• A minimum of five years of experience in external wholesaling is preferred.

• Proven ability to build strong relationships, demonstrating effectiveness as both an individual contributor and a team player.

• A confident public speaker with excellent presentation skills.

• Open to coaching and development.

• Exhibits impeccable integrity and sound judgment.

• Possesses a keen awareness of the overall industry: understanding competition, market dynamics, industry trends, and customer needs.

• Demonstrates a sincere motivation to achieve goals.

• Resourceful with outstanding problem-solving abilities, adept at achieving results.

🏝️ Benefits

• Short-term or annual bonuses.

• Long-term incentives.

• On-the-spot recognition.