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Advisor Consultant – Sacramento Metro

Remote · Germany Full-time

Job 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

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