Advisor Consultant

Job not on LinkedIn

🕒 July 7

🇺🇸 United States – Remote

💵 $75k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

infoinfo

👻 Ghost score 20%

infoinfo
Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of The Hartford

The Hartford

10,000+ employees

Founded 1810

🛡️ Insurance

💸 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

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

Apply Now

Similar Jobs

🕒 July 7

Huron

5001 - 10000

🏥 Healthcare

📦 Logistics

📣 Marketing

Senior Consultant enhancing EHR systems for healthcare clients. Leading projects on Epic Cadence and decision tree optimization while collaborating with clinical leaders and IT.

🕒 July 7

Ramp

501 - 1000

💼 Consulting

📦 Logistics

📣 Marketing

Technical Consultant for Oracle Fusion engaging with enterprise clients to provide financial solutions. Collaborating with cross-functional teams and guiding Oracle Fusion implementation processes.

🇺🇸 United States – Remote

💵 $191k - $291k / year

💰 $15M Series C on 2012-09

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

infoinfo

🕒 July 7

Ramp

501 - 1000

💼 Consulting

📦 Logistics

📣 Marketing

Technical Consultant acting as a liaison between Ramp and its customers, providing financial solutions and expertise in integrations. Collaborates with internal teams to ensure customer success and scalability.

🇺🇸 United States – Remote

💵 $151k - $231k / year

💰 $15M Series C on 2012-09

⏰ Full Time

🟢 Junior

🟡 Mid-level

💼 Consultant

🦅 H1B Visa Sponsor

infoinfo

🕒 July 7

Ramp

501 - 1000

💼 Consulting

📦 Logistics

📣 Marketing

Technical Consultant for Enterprise customers integrating D365 solutions at Ramp. Collaborating cross-functionally to drive technical success and customer satisfaction across financial workflows and systems.

🇺🇸 United States – Remote

💵 $191k - $291k / year

💰 $15M Series C on 2012-09

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant

🦅 H1B Visa Sponsor

infoinfo

🕒 July 7

e4health

501 - 1000

💼 Consulting

⚖️ Legal

📦 Logistics

CDI Consultant reviewing medical records and querying providers for e4health, a healthcare documentation and health IT solutions company. Ensuring accurate clinical documentation, coding quality, and patient severity representation.

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💼 Consultant