Position Summary: Our Defined Contribution Investment (DCI) Sales Consultant is responsible for directing sales efforts for an assigned geographic territory by identifying, developing relationships with wholesalers of targeted partner firms/platforms, Retirement Advisors and other centers of influence to in the Defined Contribution space. This individual is expected to partner with our Retail wholesalers to grow and develop business opportunities. This would involve becoming a detailed expert in articulating the strategy of Hartford Funds specific investment strategies, as well as become a key driver in optimizing and growing the product capabilities for the firm
Responsibilities of the role:
Develop a business plan to drive sales of Hartford Funds products, positioning them with existing network of record keeping wholesalers, targeted partner firms, Retirement Advisors and other centers of influence
Work to increase sales within region by developing and maintaining new and existing relationships with wholesalers of targeted partner firms/platforms and other centers of influence to drive sales.
Profile opportunities and establish sales strategies that will result in capturing DC assets, collaborate with wholesalers of targeted partner firms, Retirement Advisors and other centers of influence to better position Hartford Funds products in retirement plans.
Coordinate with field wholesalers to ensure transparency and maximize opportunities to leverage existing relationships with retirement advisors.
Works in coordination with internal DCI sales partner, providing direction for outbound sales call campaigns and strategic territory coverage.
Responds to inquiries and resolves problems of a complex nature with key regional representatives and firms.
Stays current and up-to-date with market, economic and industry trends, as well as competitor products.
Maintains a detailed level of knowledge of Hartford Funds products and services.
Supplies input concerning industry developments and client needs for incorporation into companys strategic marketing decisions.
Operates a regional budget by making appropriate allocations to maximize sales opportunities while staying within annual regional expense limit.
Prepares an annual regional business plan.
Requires high activity level of face-to-face selling.
Bachelors degree required; MBA preferred (finance marketing or economics).
Five years financial sales experience in DCI or retirement marketplace required.
Position requires knowledge of the retirement plan market and an existing network of retirement advisors in assigned territory.
Existing relationships in assigned territory with a strong track record of success preferred.
High levels of DC industry knowledge - across plan design regulatory matters investments ERISA distribution and recordkeeping.
Proven track record of sales success in assigned territory.
Excellent interpersonal teamwork and relationship building skills.
Excellent oral and written communication skills with the ability to influence
Excellent group presentation and financial sales skills.
Excellent organization skills.
Aptitude to creatively address complex issues and problems and provide guidance to senior management
Must be self-motivated and able to work effectively with minimal supervision.
Must reside within assigned geographic territory.
Must have ability to travel overnight approximately 60% of time.
FINRA Series 7 or and 63 required
WHY JOIN HARTFORD FUNDS?
Founded in 1996 and headquartered in Wayne PA Hartford Funds is a leading provider of mutual funds strategic beta ETFs and 529 college savings plans. The company offers a broad range of strategies designed to provide solutions for a variety of investment needs. Excluding affiliated funds of funds as of September 30 2018 Hartford Funds Management Company LLC and its wholly owned subsidiary Lattice Strategies LLC had approximately $121.1 billion in discretionary and non-discretionary assets under management. Hartford Funds are primarily sub-advised by Wellington Management or Schroder Investment Management two leading investment advisors.
At Hartford Funds we believe in human-centric investinga unique approach that utilizes deep research and insights to understand the rational and emotional ways investors think about money their investments and their financial advisors and then create solutions and advisor tools designed to serve those investors and their mindsets.
Hartford Funds embraces a true entrepreneurial spirit where all employees are encouraged to act like an owner of the firm and live Hartford Funds human-centric investing approach. Employees work in a fast-paced dynamic environment that is focused on strengthening financial advisor-client relationships by helping investors better realize their true life goals.
WHAT IS THE COMPENSATION OPPORTUNITY?
At Hartford Funds our compensation philosophy is simple: we pay competitive base salaries and reward performance. In addition you will be eligible to participate in our comprehensive benefits program including Medical Dental Life and Disability Insurance a 401K Plan and more.
This position may be subject to The Hartford Funds political contributions policy.
Hartford Funds is an Equal Employment Opportunity and Affirmative Action Employer.
Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression
Hartford Funds maintains a drug-free workplace.
Committed to Building Inclusion and Leveraging Diversity
** NO AGENCIES PLEASE **