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Advisor Consultant - Oklahoma (Cross-Channel)

AT The Hartford
The Hartford

Advisor Consultant - Oklahoma (Cross-Channel)

Wayne, PA

Retail Sales Consultant - 87SX5E

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.

Location: Oklahoma (Cross-Channel)

Overview of the role:

The Advisor Consultant is responsible for increasing market share and growing assets within their assigned territory. Advisor Consultants drive Hartford Funds' sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory.

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Responsibilities of the role:

  • Increase sales and grow territory AUM in a very competitive marketplace by calling on financial advisors, key contacts, and conducting seminar presentations and client events
  • Develop and implement territory business plans in partnership with internal sales support
  • Build strong relationships with Hartford Funds' strategic partners, registered representatives, and firms
  • Effectively leverage data and technology to capture sales and market share
  • Provide marketing support and customer service to financial advisors in the assigned territory
  • Develop and maintain deep understanding of evolving market conditions and Hartford Funds solutions
  • Regularly update advisors on industry trends; anticipate client needs and continuously elevate the client experience
  • Support and participate in various conferences and meetings
  • Adhere to all compliance regulations and guidelines including use of approved marketing materials, fund prospectus requirements and proper licensing
  • Complete administrative tasks (e.g., updating CRM and expense reporting) in a timely manner

Successful Advisor Consultants will possess the following key competencies that sets them apart:

1) Ownership Mindset

2) Segmentation Skills

3) Process Focused

4) Meeting Execution & Crafting/Delivering a Compelling Narrative

Qualifications:

  • Bachelor's Degree, preferably business, economics, finance, sales, or marketing (or equivalent on-the-job experience)
  • Must be fully licensed (Series 7, Series 63)
  • Must be able and willing to travel 80% of the time
  • A minimum of five years of external wholesaling experience is preferred
  • The ability to build strong relationships with a proven track record of working effectively as an individual contributor as well as a team player
  • A confident public speaker, great at making presentations
  • Coachable
  • Impeccable integrity and sound judgment
  • A keen awareness of the industry as a whole: the competition, market dynamics, industry trends and customer needs
  • A sincere drive to achieve
  • Resourcefulness and superior problem-solving skills, knowing how to get results

Preferred candidates will possess:

  • Existing relationships with advisors and centers of influence in the territory
  • A demonstrated track record of success in the assigned broker dealer firms
  • Additional industry designations (i.e., CIMA, CFA)

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 - $72,000

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

Client-provided location(s): Wayne, PA, USA
Job ID: hartford-R2417831
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Health Reimbursement Account
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • On-Site Gym
    • Mental Health Benefits
    • Virtual Fitness Classes
    • Fitness Subsidies
    • FSA
    • HSA
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
    • Remote Work Opportunities
    • Flexible Work Hours
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • On-Site Cafeteria
    • Company Outings
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Volunteer Time Off
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Internship Program
    • Leadership Training Program
    • Associate or Rotational Training Program
    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Learning and Development Stipend
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program