Advisor Consultant – Sacramento Metro

🕒 il y a 1 mois

🔔 Pennsylvania – Distant

🔔 Pennsylvania – Remote

💵 $75 000 - $100 000 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💼 Consultant

🦅 Parrain de Visa H1B

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The Hartford

Site WebLinkedInTous les Emplois

10 000+ employés

Fondée en 1810

💸 Finance

👥 B2C

Insurance • Finance • B2C

The Hartford est une compagnie d'assurance bien établie proposant une variété de produits, y compris des assurances automobile, habitation et entreprise. Avec plus de 200 ans d'expérience, elle s'adresse aussi bien aux particuliers qu'aux petites et moyennes entreprises en offrant des solutions d'assurance sur mesure et des avantages sociaux pour les employés. La société est particulièrement reconnue pour ses programmes d'assurance automobile et habitation soutenus par l'AARP, qui offrent des avantages et des réductions exclusifs pour les membres.

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

🎯 Exigences

• 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

🏖️ Avantages

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