Internal Advisor Consultant (Inside Sales - Investment Industry)
The Hartford · Wayne, United States · 9d ago
We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.
Are you a highly motivated, self-starter with prior sales experience looking to grow their career in financial services? Would you like to use your strong communication skills to help develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in your career evolution.
As an Internal Advisor Consultant you will be responsible for building and maintaining strong relationships with financial professionals within a specific territory while conducting complex sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications. In this role you will be expected to establish and maintain open communication with an Advisor Consultant (external wholesaler) and work together to help meet or exceed established sales goals, individual execution metrics, as well as firm objectives.
*This position will adhere to Hartford Funds’ sales desk hybrid work model, in which employees are expected to work in our Wayne, PA office location 4 days per week (Mondays, Tuesdays, Wednesdays, and Thursdays). Employees have the option of working remotely on Fridays if they choose.
Primary Responsibilities:
- Proactively position and differentiate Hartford Funds products using a consultative sales process with financial professionals
- Build and execute on a thoughtful business plan to maximize efficiency and engagement
- Expand existing client base by identifying and pursuing new opportunities through data and analytics
- Exhibit high level market knowledge and ability to converse with financial professionals on current economic conditions
- Embrace the Hartford Funds culture and commitment to providing our advisors with an unparalleled client experience
- Work with colleagues and teams across the organization to help achieve sales/firm objectives
- Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any established internal guidelines
Must be able to travel in assigned territory as required.
Qualifications:
- Bachelor’s degree or equivalent experience required
- NASD Series 7 and 63 or 66 licenses required
- Minimum required 2+ years of sales experience, preferably in the Financial Services industry
- Outstanding verbal and written communication skills
- Ability to work and thrive in a team environment while also being a motivated, innovative self-starter
- Strong interpersonal skills with proven ability to build effective relationships
- Possess exceptional organizational skills, time management and detail-oriented with the ability to multi-task
- Sales focused mentality and a desire to grow within the sales organization
- Strong PC Skills
- Positive, flexible attitude
Compensation
The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:
$60,000 - $65,000Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits