Financial Services Professional

4 days ago


Wayne, Pennsylvania, United States The Hartford Full time
Job Title: Advisor Consultant

We are seeking a highly motivated and experienced Advisor Consultant to join our team at The Hartford. As an Advisor Consultant, you will play a critical role in driving sales growth by building strong relationships with financial advisors, strategic partners, and firms in the San Francisco Metro territory.

Key Responsibilities:
  • Provide exceptional marketing support and customer service to financial advisors in the assigned territory.
  • Present technical product knowledge in an innovative and engaging way.
  • Regularly update advisors on industry trends and developments.
  • Work collaboratively with drive and passion to encourage others to achieve their goals.
  • Build strong relationships with strategic partners, registered representatives, and firms.
  • Administrative tasks, including scheduling and expense reporting.
  • Develop and implement strategies to increase sales in a competitive marketplace.
Qualifications:
  • Bachelor's degree in business, economics, finance, sales, or marketing (or equivalent on-the-job experience).
  • 3-5 years of wholesaling experience, with a track record of success in building relationships with financial advisors.
  • Distribution channel experience with assigned broker dealer firms.
  • Technical proficiency in mutual funds and ability to stay up-to-date on industry trends.
  • Must be fully licensed (Series 7, Series 63).
  • Strong sales focus, with the ability to operate in a multitask environment and stay organized.
  • Able to take and manage risk, handle complex information, and communicate effectively.
  • Strong work ethic, positive attitude, and confident public speaking skills.
  • Resourcefulness, problem-solving skills, and a strong sense of independence.
Compensation:

The annualized base pay range for this role is $60,000 - $72,000, with additional rewards including short-term or annual bonuses, long-term incentives, and on-the-spot recognition.

The Hartford is an equal opportunity employer and welcomes applications from diverse candidates.

We are committed to creating a workplace that is inclusive, respectful, and supportive of all employees.



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