Advisor Consultant - San Francisco Metro (Cross-Channel)
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.
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:
$75,000 - $100,000Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
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Human achievement is at the heart of what we do. We put our belief into action by not only ensuring individuals and businesses are well protected, but by going even further – making an impact in ways that go beyond an insurance policy
