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Advisor Consultant - San Francisco Metro (Cross-Channel)

AT The Hartford
The Hartford

Advisor Consultant - San Francisco Metro (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: San Francisco Metro

Position Summary: As an Advisor Consultant, you will be responsible for driving Hartford Funds sales by building deep relationships with financial advisors, strategic partners, and firms. You will be expected to leverage existing relationships and build new relationships with financial advisors in Wire and Non-Wire Channels covering the San Francisco Metro territory. You will be required to reside in the territory.

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Responsibilities:
- Provide marketing support and customer service to financial advisors in the assigned territory
- Present technical product knowledge in an innovative way
- Regularly update advisors on industry trends
- Work with drive and passion and encourage others to do the same
- Build strong relationships with our strategic partners, registered representatives and firms
- Administrative: schedule and expense reporting
- Ability to increase sales in a very competitive marketplace by: calling on financial advisors, calling on key contacts at the firms, calling on clients with their advisor and conducting seminar presentations and client events.

Qualifications:

• A bachelor's degree, preferably business, economics, finance, sales or marketing (or equivalent on-the-job experience)

• 3-5 years of wholesaling experience
• Distribution channel experience with assigned broker dealer firms.
• Track Record of success with existing relationships inside the territory with Financial Advisors at specified firms.
• Technical proficiency of mutual funds
• Must be fully licensed (Series 7, Series 63)
• Individual must be sales focused and have demonstrated the ability to operate in a multitask environment and stay organized
• Able to take and manage risk
• Able to handle complex or rapid flow of information and ideas effectively
• A strong work ethic
• Strong understanding of the market and sales process, how to prospect for brokers and clients and close the sale.
• A consistently positive attitude
• A confident public speaker, great at making presentations
• Strong verbal and written communication skills
• Outgoing and good with people
• A sincere drive to achieve and make the sale
• Resourcefulness and superior problem-solving skills
• A strong sense of independence
• Confident and assertive
• "Coachable"
• Able and willing to travel 80% of the time

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-R2417710
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