Advisor Consultant - Northern VA and Washington DC

Job not on LinkedIn

July 9

⚔️ Virginia – Remote

Although this job is listed in Virginia, this company may be open to hiring remote in other states.

☕ Washington – Remote

Although this job is listed in Washington, this company may be open to hiring remote in other states.

💵 $75k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

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The Hartford

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Insurance • Finance • B2C

The Hartford is a well-established insurance company offering a variety of products including auto, home, and business insurance. With over 200 years of experience, it caters to both individuals and small to midsize businesses, providing tailored insurance solutions and employee benefits. The company is particularly known for its AARP-endorsed auto and home insurance programs, which offer exclusive benefits and discounts for members.

10,000+ employees

Founded 1810

💸 Finance

👥 B2C

📋 Description

•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. •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.

🎯 Requirements

•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