Advisor Consultant - San Jose (Cross-Channel)
The Hartford(2 months ago)
About this role
The Advisor Consultant (Retail Sales Consultant) sells Hartford Funds' investment products within an assigned geographic territory, focusing on growing assets under management and market share. The role centers on building and maintaining long-term relationships with financial advisors, strategic partners, and firms while representing mutual funds, ETFs, SMAs and CITs. The position requires residing in the assigned territory and extensive travel to support advisor meetings, events, and conferences.
Required Skills
- Relationship Building
- Territory Management
- Prospecting
- Sales Presentations
- Account Management
- CRM
- Compliance
- Public Speaking
- Data Analysis
- Event Planning
Qualifications
- Bachelor’s Degree
- Series 7
- Series 63
- CIMA
- CFA
About The Hartford
thehartford.comGet business, home and car insurance from The Hartford. Choose from a broad selection of business insurance coverages and design the right solution for your company. The Hartford offers AARP members great ways to save on car and home insurance, so get an insurance quote online today & start saving.
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