Advisor Consultant - Sacramento Metro (all Channels)

Hartford Fire Insurance

Sacramento, California, United States
Base: $75,000 - $100,000; bonus/equity: short-term...
Increase market share and grow assets
Build deep and long-term relationships
Drive sales through financial advisors
The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory

Job Summary

  • The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory.
  • 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.
  • The annualized base pay range for this role is: $75,000 - $100,000.

Matching Summary

The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory.

Salary

Base: $75,000 - $100,000; Bonus/Equity: Short-term or annual bonuses, long-term incentives; Benefits: On-the-spot recognition

Skills & Requirements

Must-have

  • Increase market share and grow assets
  • Build deep and long-term relationships
  • Drive sales through financial advisors
  • Leverage existing and build new relationships
  • Develop and implement territory business plans
  • Provide marketing support and customer service

Nice-to-have

  • Ownership mindset
  • Segmentation skills
  • Process focused
  • Meeting execution
  • Crafting/delivering compelling narrative
  • Resourcefulness and problem-solving

Key Requirements

  • Bachelor’s Degree or equivalent experience
  • Series 7 and Series 63 licensed
  • Willing to travel 80% of the time
  • Minimum five years external wholesaling experience preferred
  • Ability to build strong relationships
  • Proven track record as individual contributor and team player

Work Rights

Not specified

Tailored Resume

Cover Letter