The Hartford · 1 month ago
Advisor Consultant - San Jose (Cross-Channel)
United States
Full-time
Remote
Mid, Senior Level
$75K/yr - $100K/yr
5+ years expThe Hartford is an insurance company dedicated to making a difference and helping others achieve their goals. The Advisor Consultant will be responsible for increasing market share and growing assets within an assigned territory by building relationships with financial advisors and strategic partners, while driving sales of Hartford Funds’ products.
Auto InsuranceCommercial InsuranceEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceProperty Insurance
Responsibilities
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
Qualification
Required
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
Preferred
Existing relationships with advisors and centers of influence in the territory
A demonstrated track record of success in the assigned broker dealer firms
Additional industry designations (i.e., CIMA, CFA)
Benefits
Short-term or annual bonuses
Long-term incentives
On-the-spot recognition
Company
The Hartford
The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1995-12-15IPO
Leadership Team
Christopher Swift
Chief Executive Officer
Recent News
2025-12-09
2025-12-08
EIN Presswire
2025-12-02
Company data provided by crunchbase