Advisor Consultant - San Jose (Cross-Channel) job opportunity at The Hartford.

Home Jobs In United States Of America Tag: Job Advisor Consultant - San Jose (Cross-Channel) position at The Hartford


DatePosted 30+ Days Ago bot
The Hartford Advisor Consultant - San Jose (Cross-Channel)
Experience: General
Pattern: full-time
Country:
apply Apply Now
Salary:
Status:

Job

Copy Link Report
degreeOND
loacation Wayne, PA, United States Of America
loacation Wayne, PA....United States Of America

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.              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 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us  |  Our Culture  |  What It’s Like to Work Here  |  Perks & Benefits

Other Ai Matches

Voluntary Account Executive - West Region Applicants are expected to have a solid experience in handling Job related tasks
remote-jobserver Remote
Complex Claims Unit Environmental - Claim Consultant or Specialist Applicants are expected to have a solid experience in handling Job related tasks
Senior Staff Attorney Insurance Defense Applicants are expected to have a solid experience in handling Job related tasks
Nurse Case Manager Applicants are expected to have a solid experience in handling Job related tasks
Accounting Specialist Applicants are expected to have a solid experience in handling Job related tasks
Sr Consultant Risk Engineering Applicants are expected to have a solid experience in handling Job related tasks
Client Relationship Manager - Houston / Dallas Applicants are expected to have a solid experience in handling Job related tasks
Personal Insurance Assistant Director, Digital Marketing Applicants are expected to have a solid experience in handling Digital Marketing related tasks
Principal AI Software & Data Engineer, AI-Enabled Data Engineering Pipeline Applicants are expected to have a solid experience in handling AI-Enabled Data Engineering Pipeline related tasks
ASR Outside Applicants are expected to have a solid experience in handling Job related tasks
AVP, Strategic Data Transformation – Employee Benefits Applicants are expected to have a solid experience in handling Strategic Data Transformation – Employee Benefits related tasks
Project Manager, Integrated Absence Products Applicants are expected to have a solid experience in handling Integrated Absence Products related tasks
Performance Analytics Consultant - Global Specialty Applicants are expected to have a solid experience in handling Job related tasks
Senior Software Asset Management (SAM) Analyst Applicants are expected to have a solid experience in handling Job related tasks
Sr. Financial Analyst Applicants are expected to have a solid experience in handling Job related tasks
Sales Associate Trainee, Employee Benefits (Seattle WA) Applicants are expected to have a solid experience in handling Employee Benefits (Seattle WA) related tasks
Statutory PFML - Chief Underwriter, Team Lead Applicants are expected to have a solid experience in handling Team Lead related tasks
Senior Data Analyst – Risk Services Insights Applicants are expected to have a solid experience in handling Job related tasks
Account Manager- Complex Liability Solutions Applicants are expected to have a solid experience in handling Job related tasks
Senior Executive Underwriter, Public Company Executive Liability Applicants are expected to have a solid experience in handling Public Company Executive Liability related tasks
Sr Underwriter Consultant Applicants are expected to have a solid experience in handling Job related tasks
Sales Executive - Carlsbad / San Diego, CA Applicants are expected to have a solid experience in handling CA related tasks
remote-jobserver Remote
Construction Defect - Claim Specialist Applicants are expected to have a solid experience in handling Job related tasks