Advisor Consultant - Southern Minnesota; Channels
Listed on 2026-10-10
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Sales
Business Development, Financial Sales, Outside / Field Sales, Sales Consultant
Retail Sales Consultant - 87SX5E
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.
Overview of the roleThe Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available). Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory.
Responsibilitiesof the role
- 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
- Ownership Mindset
- Segmentation Skills
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