The Hartford Financial Services Group, Inc

Advisor Consultant - Northern Minnesota (All Channels)

Wayne, PA 19087In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in business, economics, finance, sales, or marketing, or equivalent work experience
  • Fully licensed (Series 7, Series 63)
  • Willingness to travel 80% of the time
  • Minimum of five years of external wholesaling experience preferred
  • Strong relationship-building skills and proven effectiveness as an individual contributor and team player
  • Confident public speaker with presentation skills
  • Coachable with high integrity and sound judgment
  • Awareness of industry competition, market dynamics, and customer needs

Responsibilities

  • Increase sales and grow territory AUM by engaging with financial advisors and conducting presentations
  • Develop and implement effective business plans in collaboration with internal teams
  • Build strong partnerships with strategic partners and firms
  • Leverage data and technology to effectively capture market share
  • Provide ongoing marketing support and customer service to advisors
  • Stay informed on market conditions and Hartford Funds solutions
  • Communicate industry trends and anticipate advisor/client needs
  • Participate in conferences and meetings while adhering to compliance regulations
  • Complete administrative tasks, including CRM updates and expense reporting

Benefits

  • Opportunities for professional growth and development
  • A culture that values integrity and community involvement
  • Access to a comprehensive benefits package
  • Supportive team environment promoting collaboration
  • Flexibility in work arrangements to enhance work-life balance
Full Job Description
Retail Sales Consultant - 87SX5E

The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds' sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds' products include Mutual Funds, ETFs, SMAs and CITs (where available). 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.

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:

-Ownership Mindset

-Segmentation Skills

-Process Focused

-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:

$75,000 - $100,000

About The Hartford Financial Services Group, Inc

The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds. Throughout our rich history of more than 200 years, countless businesses and individuals, including Robert E. Lee, Abraham Lincoln and Babe Ruth, have turned to our company for protection. The Hartford celebrated its 200th anniversary in 2010.

The Hartford Financial Services Group, Inc. Careers

Join the esteemed team at The Hartford Financial Services Group, Inc., a leader in investment and insurance, where we offer more than just job opportunities—we provide a platform for professional growth and innovation. As one of the most respected names in the financial services industry, The Hartford is dedicated to fostering a culture of diversity, leadership, and continuous development.

Work You’ll Do

Embark on a career with The Hartford and contribute to our mission of helping customers achieve amazing financial outcomes. You will have the chance to work alongside a team of experts who are not only skilled in their fields but are also passionate about making a difference.

Transform Your Career

At The Hartford, we believe in nurturing talent through comprehensive training programs and robust career development opportunities. Our commitment to professional growth is evident in our dynamic leadership and diversity training programs that prepare you for the future.

Innovate with Us

Innovation is at the heart of everything we do at The Hartford. Join us and bring your unique perspective to help shape the future of financial services. Our collaborative environment encourages creativity and is the perfect place to advance your skills in groundbreaking ways.

Be Part of a Great Team

The Hartford is not just a company; it's a community. We pride ourselves on a workplace culture that upholds the values of inclusivity and teamwork. By joining us, you’ll work on diverse teams that value your insights and encourage networking and mutual support.

Future-Proof Your Career

With a wide range of job opportunities, from internships to full-time positions, The Hartford offers a path for everyone. Whether you’re just starting out or looking to take your career to the next level, we provide the tools and support needed to succeed. Our benefits package is designed to ensure that our team members are well taken care of, not only at work but in all aspects of life.

Explore Job Opportunities and Internships

Whether you're polishing your resume, preparing for an interview, or seeking to enhance your employment experience, The Hartford has a position to match your skills and ambitions. We are continuously hiring and looking for new talent to join our thriving team.

Stay Connected

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Learn more about The Hartford Financial Services Group, Inc
Size
18,500 employees
Market Cap
$24.1 billion
Industry
Net Income
$1.7 billion
Founded
1810
5 Year Trend
+6.5%
Revenue
$20.5 billion
NASDAQ

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