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The Hartford

Sells business insurance and employee benefits

Internal Advisor Consultant - Inside Sales, Investment Industry

Asset ManagementConfirmed live in the last 24 hours
Full-timeWayne, PA, USA

About the Job

Requirements

  • A bachelor's degree or equivalent experience is required.
  • NASD Series 7 and Series 63 or 66 licenses are required.
  • At least 2 years of sales experience is required, preferably in financial services.
  • Strong verbal and written communication skills are required.
  • Ability to work effectively in a team and independently as a motivated, innovative self-starter is required.
  • Strong interpersonal skills and a proven ability to build effective relationships are required.
  • Exceptional organizational skills, time management, attention to detail, and ability to multitask are required.
  • A sales-focused mindset and desire to grow within the sales organization are required.
  • Strong personal computer skills are required.
  • A positive, flexible attitude is required.

Responsibilities

  • Build and maintain relationships with financial professionals within an assigned territory through complex sales calls about Hartford Funds products and market knowledge, using inbound and outbound communications.
  • Coordinate and communicate with an Advisor Consultant (external wholesaler) to help meet or exceed established sales goals, individual execution metrics, and firm objectives.
  • Position and differentiate Hartford Funds products to financial professionals using a consultative sales process.
  • Build and execute a business plan to maximize efficiency and engagement.
  • Expand the existing client base by identifying and pursuing new opportunities using data and analytics.
  • Maintain market knowledge and discuss current economic conditions with financial professionals.
  • Work with colleagues and teams across the organization to achieve sales and firm objectives.
  • Comply with FINRA and SEC rules and regulations for selling securities, as well as established internal guidelines.
  • Travel in the assigned territory as required.

Desired Qualifications

  • Financial services sales experience is preferred.

About the Company

The Hartford

Sells business insurance and employee benefits

The Hartford sells insurance to businesses and individuals, covering property, liability, workers' compensation and auto risks, along with group disability, life and paid-leave benefits that employers offer their staff. Its business unit insures everything from local shops to large corporations and writes specialty coverage in the United States and abroad, while its personal unit sells car and home policies to individual customers. Agents, brokers and direct channels sell the policies, and the company earns money from premiums and from investing them before claims are paid. Its oldest insurer was founded in 1810, and the company is based in Hartford, Connecticut.

Company size
10,001+
Company stage
IPO
Headquarters
Hartford, CT
Founded
1810

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