Internal Advisor Consultant (Inside Sales - Investment Industry)
Dormont Manufacturing Co
Internal Sales Consultant - 87SW5E 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. Are you a highly motivated, self-starter with prior sales experience looking to grow their career in financial services? Would you like to use your strong communication skills to help develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in your career evolution. As an Internal Advisor Consultant you will be responsible for building and maintaining strong relationships with financial professionals within a specific territory while conducting complex sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications. In this role you will be expected to establish and maintain open communication with an Advisor Consultant (external wholesaler) and work together to help meet or exceed established sales goals, individual execution metrics, as well as firm objectives. This position will adhere to Hartford Funds’ sales desk hybrid work model, in which employees are expected to work in our Wayne, PA office location 4 days per week (Mondays, Tuesdays, Wednesdays, and Thursdays). Employees have the option of working remotely on Fridays if they choose. Primary Responsibilities Proactively position and differentiate Hartford Funds products using a consultative sales process with financial professionals Build and execute on a thoughtful business plan to maximize efficiency and engagement Expand existing client base by identifying and pursuing new opportunities through data and analytics Exhibit high level market knowledge and ability to converse with financial professionals on current economic conditions Embrace the Hartford Funds culture and commitment to providing our advisors with an unparalleled client experience Work with colleagues and teams across the organization to help achieve sales/firm objectives Comply with all rules and regulations of selling securities as outlined by FINRA and SEC as well as any established internal guidelines Must be able to travel in assigned territory as required. Qualifications Bachelor’s degree or equivalent experience required NASD Series 7 and 63 or 66 licenses required Minimum required 2+ years of sales experience, preferably in the Financial Services industry Outstanding verbal and written communication skills Ability to work and thrive in a team environment while also being a motivated, innovative self-starter Strong interpersonal skills with proven ability to build effective relationships Possess exceptional organizational skills, time management and detail-oriented with the ability to multi-task Sales focused mentality and a desire to grow within the sales organization• #J-18808-Ljbffr Dormont Manufacturing Co
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...career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.... ...and insurance advice. Assist clients with retirement planning, investment management, and insurance needs. Stay current with market trends...Full timeFor contractors- Hartford Funds is seeking entry level Advisor Support Consultants in its Wayne, PA location. This... ...financial advisors, advisor consultants, and internal sales professionals to further their knowledge of the financial services industry. #J-18808-Ljbffr Dormont...
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...success. As a Financial Advisor within PNC Wealth... ...their savings, investing and retirement... .... Job Description Consults on investment and... ...efficiently handling sales and service, identifying... ...referrals to internal business partners... .../or the Financial Industry Regulatory Authority...Full timeTemporary workPart timeWork experience placementWork at office$18.02 per hour
...your world a safer place. Securitas is a global company that offers the most advanced and sustainable security solutions in the industry. We are located in 47 countries and have 355,000 employees worldwide and over 150,000 clients. Securitas plays an essential...Weekly payPart timeLocal areaWorldwideFlexible hours- ...TransFund and Cavanal Hill Investment Management, Inc. BOKF,... ...your career with our industry‑leading Banking... ...relationships. While providing consultative conversations to... ...You will comply with internal control, audit, security... ..., systems knowledge, sales, and client relations...
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...Of America Financial Advisor At Bank of America,... ...review financial and investment goals, building a financial... ...to appropriate internal service providers based... ...experience in the investments industry, including investment... ...industry and/or a sales environment where goals...Temporary workWork at officeMonday to FridayShift workDay shift- ...supportive team, and receive investment in your professional development... ...impact. We foster a thriving internal community and are committed... ...the financial services industry. Proven experience in collaborating... ...Job function: Finance and Sales Get notified about new Market...Full timeWork experience placementRemote workFlexible hours
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...needs Work directly with clients on financial and operational matters Communicate clearly and confidently with clients and internal teams Support the owner with client-facing and financial initiatives Maintain accurate financial records and documentation...Full timeWork at office$65k - $85k
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...looking for a financial advisor to provide... ...Recommend banking and investment strategies aligned with... ...referrals to appropriate internal service providers. Mitigate... ...experience in the investments industry, including investment... ...service industry or a sales environment where...Temporary workMonday to FridayDay shift
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