Internal Advisor Consultant (Inside Sales - Investment Industry) jobs in United States
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The Hartford · 18 hours ago

Internal Advisor Consultant (Inside Sales - Investment Industry)

The Hartford is an insurance company committed to making a difference and helping others achieve their goals. The Internal Advisor Consultant role involves building and maintaining relationships with financial professionals, conducting complex sales calls, and collaborating with external wholesalers to meet sales objectives.

Auto InsuranceCommercial InsuranceEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceProperty Insurance

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

Qualification

NASD Series 7 licenseNASD Series 6366 licenseSales experienceFinancial Services knowledgePC SkillsCommunication skillsTeamworkInterpersonal skillsOrganizational skillsPositive attitude

Required

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

Benefits

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

Company

The Hartford

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The Hartford is an industry leading provider of property and casualty insurance, group benefits and mutual funds.

Funding

Current Stage
Public Company
Total Funding
unknown
1995-12-15IPO

Leadership Team

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Christopher Swift
Chief Executive Officer
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Company data provided by crunchbase