Advisor Consultant – Sacramento Metro

🕒 April 10

🔔 Pennsylvania – Remote

🔔 Pennsylvania – Remote

💵 $75k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

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The Hartford

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1810

💸 Finance

👥 B2C

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.

📋 Description

• 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

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development • Bonuses