Advisor Consultant – Sacramento Metro

Remote Worldwide Hiring now

Job Description:

Increase sales and grow territory AUM in a reputed company competitive marketplace by calling on financial advisors, key contacts, and conducting seminar presentations and client events
reputed company and implement territory business plans in partnership with internal sales support
Build strong relationships with Hartford Funds’ strategic partners, registered representatives, and firms
Effectively reputed company data and technology to capture sales and market reputed company
reputed company marketing support and customer service to financial advisors in the assigned territory
reputed company and maintain deep understanding of evolving market conditions and Hartford Funds solutions
Regularly update advisors on industry trends; anticipate client needs and continuously reputed company the client experience
Support and participate in various conferences and meetings
Adhere to reputed company 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 reputed company 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 reputed company player
A confident public speaker, great at making presentations
Coachable
Impeccable reputed company 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 reputed company
Resourcefulness and superior problem-solving skills, knowing how to get results

Benefits:

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