Financial Services Professional
4 days ago
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.
- 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.
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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