Internal Advisor Consultant (Inside Sales - Investment Industry)

Reposted 2 Days Ago
Be an Early Applicant
Wayne, PA, USA
In-Office
60K-65K Annually
Junior
Fintech • Payments • Financial Services
The Role
The role involves building relationships with financial professionals, promoting Hartford Funds products, executing sales strategies, and complying with sales regulations.
Summary Generated by Built In
Internal Sales Consultant - 87SW5E

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.   

         

Are you a highly motivated, self-starter with prior sales experience looking to grow their career in financial services? Would you like to use your strong communication skills to help develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in your career evolution.

As an Internal Advisor Consultant you will be responsible for building and maintaining strong relationships with financial professionals within a specific territory while conducting complex sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications. In this role you will be expected to establish and maintain open communication with an Advisor Consultant (external wholesaler) and work together to help meet or exceed established sales goals, individual execution metrics, as well as firm objectives.

*This position will adhere to Hartford Funds’ sales desk hybrid work model, in which employees are expected to work in our Wayne, PA office location 4 days per week (Mondays, Tuesdays, Wednesdays, and Thursdays). Employees have the option of working remotely on Fridays if they choose.

Primary Responsibilities:

  • Proactively position and differentiate Hartford Funds products using a consultative sales process with financial professionals
  • Build and execute on a thoughtful business plan to maximize efficiency and engagement
  • Expand existing client base by identifying and pursuing new opportunities through data and analytics
  • Exhibit high level market knowledge and ability to converse with financial professionals on current economic conditions
  • Embrace the Hartford Funds culture and commitment to providing our advisors with an unparalleled client experience
  • Work with colleagues and teams across the organization to help achieve sales/firm objectives
  • Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any established internal guidelines
  • Must be able to travel in assigned territory as required.

Qualifications:

  • Bachelor’s degree or equivalent experience required
  • NASD Series 7 and 63 or 66 licenses required
  • Minimum required 2+ years of sales experience, preferably in the Financial Services industry
  • Outstanding verbal and written communication skills
  • Ability to work and thrive in a team environment while also being a motivated, innovative self-starter
  • Strong interpersonal skills with proven ability to build effective relationships
  • Possess exceptional organizational skills, time management and detail-oriented with the ability to multi-task
  • Sales focused mentality and a desire to grow within the sales organization
  • Strong PC Skills
  • Positive, flexible attitude

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 - $65,000

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits

Skills Required

  • Bachelor's degree or equivalent experience
  • NASD Series 7 and 63 or 66 licenses
  • Minimum 2+ years of sales experience in Financial Services
  • Outstanding verbal and written communication skills
  • Ability to work in a team and be a self-starter
  • Strong interpersonal skills
  • Exceptional organizational skills and time management
  • Sales focused mentality
  • Strong PC Skills
  • Positive, flexible attitude

The Hartford Financial Services Group, Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Hartford Financial Services Group, Inc. and has not been reviewed or approved by The Hartford Financial Services Group, Inc..

  • Retirement Support The retirement savings plan pairs matching with an additional company contribution and guidance, strengthening long‑term financial security. Consistent 401(k) generosity elevates perceived total compensation across roles.
  • Leave & Time Off Breadth Paid time off, holidays, and paid leaves are described as generous and accessible, supporting work‑life balance. The ability to take meaningful time away adds value beyond base pay.
  • Healthcare Strength Health, dental, and vision options are comprehensive, with supplemental coverages that help manage out‑of‑pocket costs. Mental health resources, EAP access, and wellness programs further reinforce overall benefits value.

The Hartford Financial Services Group, Inc. Insights

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The Company
HQ: Hartford, Connecticut
20,002 Employees
Year Founded: 1810

What We Do

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

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