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Advisor Consultant - Remote

Posted 3 days ago
Sales / Business
Full Time
USA
$75,000 - $100,000/year

Overview

The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory by building deep and long-term relationships with financial advisors and strategic partners.

In Short

  • Increase sales and grow territory AUM.
  • Conduct seminar presentations and client events.
  • Develop territory business plans.
  • Build relationships with strategic partners.
  • Leverage data and technology for sales.
  • Provide marketing support to financial advisors.
  • Stay updated on market conditions and trends.
  • Participate in conferences and meetings.
  • Adhere to compliance regulations.
  • Complete administrative tasks timely.

Requirements

  • Bachelor’s Degree in business, finance, or related field.
  • Fully licensed (Series 7, Series 63).
  • Willing to travel 80% of the time.
  • Five years of external wholesaling experience preferred.
  • Ability to build strong relationships.
  • Confident public speaker.
  • Impeccable integrity and sound judgment.
  • A keen awareness of industry trends.
  • Resourcefulness and problem-solving skills.
  • Existing relationships with advisors preferred.

Benefits

  • Competitive salary.
  • Short-term and annual bonuses.
  • Long-term incentives.
  • On-the-spot recognition.
  • Innovative company culture.
  • Commitment to community service.
  • Focus on employee well-being.
  • Inclusive workplace.
  • Career development opportunities.
  • Supportive team environment.

H.F.I.C

Hartford Fire Ins. Co

Hartford Fire Ins. Co is a leading insurance company dedicated to making a positive impact beyond traditional coverages and policies. With a commitment to supporting both individual and business goals, the company fosters a dynamic and rewarding work environment. Employing nearly 19,000 professionals across various disciplines, Hartford emphasizes human achievement and community engagement, ensuring that employees are well-protected and empowered to succeed. The company values diversity, equity, and inclusion, and offers comprehensive benefits, including tuition reimbursement and student loan assistance, to support the personal and professional development of its workforce.

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