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Advisor Consultant – Southern Minnesota

🕒 Setembro 2

🔔 Pennsylvania – Remoto

infoinfo

💵 $75.000 - $100.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💼 Consultor

🗣️🇺🇸🇬🇧 Inglês obrigatório

De onde vem esta vaga

Publicada na página de carreiras da The Hartford, não em um site de vagas

Vista pela primeira vez pelo Remote Rocketship Setembro 2

Ainda aberta no site da The Hartford. Verificada 9 horas atrás.

Logo of The Hartford

The Hartford

10.000+ funcionários

Fundada em 1810

🛡️ Seguros

💸 Finanças

👥 B2C

Insurance • Finance • B2C

A The Hartford é uma empresa de seguros bem estabelecida que oferece uma variedade de produtos, incluindo seguros de automóveis, residências e empresariais. Com mais de 200 anos de experiência, atende tanto a indivíduos quanto a pequenas e médias empresas, proporcionando soluções de seguros sob medida e benefícios para funcionários. A empresa é particularmente conhecida por seus programas de seguro de automóveis e residências endossados pela AARP, que oferecem benefícios e descontos exclusivos para membros.

Descrição

• Increase sales and grow territory AUM by calling on financial advisors and key contacts and conducting seminar presentations and client events • Develop and implement territory business plans with internal sales support • Build relationships with Hartford Funds’ strategic partners, registered representatives, and firms • Leverage data and technology to capture sales and market share • Provide marketing support and customer service to financial advisors • Maintain a deep understanding of market conditions and Hartford Funds solutions • Update advisors on industry trends, anticipate client needs, and elevate the client experience • Support and participate in conferences and meetings • Adhere to compliance regulations and guidelines, including approved marketing materials, fund prospectus requirements, and proper licensing • Complete administrative tasks such as CRM updates and expense reporting

🎯 Requisitos

• 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 • Ability to build strong relationships with a proven track record of working effectively as an individual contributor as well as a team player • Confident public speaker and effective presenter • Coachable • Impeccable integrity and sound judgment • Keen awareness of the industry, competition, market dynamics, industry trends, and customer needs • Sincere drive to achieve • Resourcefulness and superior problem-solving skills • Existing relationships with advisors and centers of influence in the territory (preferred) • Demonstrated track record of success in assigned broker dealer firms (preferred) • Additional industry designations such as CIMA or CFA (preferred)

🏖️ Benefícios

• Short-term or annual bonuses • Long-term incentives • On-the-spot recognition

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