Internal Advisor Consultant (Inside Sales - Investment Industry)

Internal Sales Consultant - 87SW5E

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’ hybrid work model, in which employees are expected to work in our Wayne, PA office location 3 days per week (Tuesdays, Wednesdays and Thursdays). Employees have the option of working remotely on Mondays and 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

What is it like to work here?

At Hartford Funds, we think differently about money management. Because as much as fund companies and asset managers would like our business to be all about the numbers, it’s not. It’s about much more. It’s about investors. It’s about guidance. It’s about relationships, confidence and trust.

That’s why our approach is something we call human-centric investing. Human-centric investing seeks to understand the relationships between investors, their money, and their financial professionals – and then creates the products and financial management tools to serves those investors and their mindsets.

We believe that human-centric investing can create products and tools that not only strengthen bottom lines, but also strengthen client relationships by helping investors better realize their true life goals.

Hartford Funds believes our commitment to human-centric investing aligns with the ideas and concepts behind sustainable investing. All of our actively managed products sub-advised by Wellington Management and Schroders consider environment, social and governance (ESG) research in varying degrees.

Lastly, led by the efforts of our Diversity, Equity & Inclusion Council, we strive to create an environment where all feel welcome – creating a diverse array of perspectives.

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 - $65,000

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

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