Advisor Support Consultant

The Hartford; Pennsylvania; Sur place; USD 50 000 - 61 000; Plein temps

Résumé du poste

The Hartford is seeking entry-level Advisor Support Consultants in Wayne, PA to learn Hartford Funds mutual funds and ETFs and to obtain securities licenses. You will support financial advisors, prepare illustrations, and assist in the training and development of new employees.

As you progress, you may make outbound calls to financial advisors about new products and marketing ideas, while continuing to support the sales team and maintain strong client service.

Qualifications

• Completion of the Securities Industry Essentials (SIE) exam is required.
• Strong written and verbal communication skills are essential.
• Excellent organizational and time management abilities are needed.
• Ability to work well with others and as part of a team.

Responsabilités

• Respond to advisor inquiries promptly and professionally.
• Explain features and benefits of Hartford Funds products and funds.
• Provide personalized web-based illustrations.
• Log calls and track interactions in the system.
• Collaborate with wholesalers and home office teams.

Connaissances

SIE Exam

Strong communication

Organizational skills

Team player

Description du poste

Sales Support Associate - 87PR7N

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.

Harford Funds is seeking entry level Advisor Support Consultants in its Wayne, PA location. This position will give selected individuals the exciting opportunity to learn our Mutual Fund and ETF businesses and obtain securities licenses. Advisor Support Consultants will work with financial advisors, advisor consultants, and internal sales professionals to further their knowledge of the financial services industry. If you are smart and eager to learn, then you will develop the skills and expertise needed to thrive at Hartford Funds. Our robust and ongoing training program provides the resources and tools that new hires need to be successful.

What are the responsibilities of the position?

• Respond to phone calls from financial advisors promptly and professionally, following established criteria
• Explain in detail the features, benefits and advantages of Hartford Funds’ products and funds
• Provide personalized, web-based hypothetical illustrations
• Place supply orders for marketing material
• Follow-up with representatives with answers to questions or to make sure information was received and understood
• Log phone calls into our computer system for tracking purposes
• Act as a liaison between home office and wholesalers in the field
• Assist in the training and development process of new employees
• Once licensed, make outbound phone calls to financial advisors regarding new products, marketing ideas, special meetings, etc.

What are we looking for?

• Having passed the Securities Industry Essentials (SIE) Exam is a requirement
• Flexible and adaptable; ability to thrive in dynamic fast-paced environment; strong organizational and time management skills
• Strong written and verbal communication skills
• Ability to work well with others and function well as a member of a team
• Responsible, conscientious, and self-motivated
• Positive, flexible attitude
• Strong PC Skills
• Possess the ability to accept, create and manage change
• Display willingness to quickly learn product lines, procedures and workflows
• Create and maintain a harmonious work environment

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition.

The annualized base pay range for this role is: $55,000 - $55,000

Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us | Our Culture | What It’s Like to Work Here | Perks & Benefits

Every day, a day to do right. Showing up for people isn’t just what we do. It’s who we are – and have been for more than 200 years. We’re devoted to finding innovative ways to serve our customers, communities and employees—continually asking ourselves what more we can do. Is our policy language as simple and inclusive as it can be? Can we better help businesses navigate our ever-changing world? What else can we do to destigmatize mental health in the workplace? Can we make our communities more equitable? That we can rise to the challenge of these questions is due in no small part to our company values that our employees have shaped and defined. And while how we contribute looks different for each of us, it’s these values that drive all of us to do more and to do better every day.