Advisor Support Consultant

The Hartford; Wayne (PA); On-site; USD 50,000 - 61,000; Full time

Job summary

The Hartford in Wayne, PA is seeking an entry level Sales Support Associate to learn Hartford Funds’ 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.

Qualifications

• SIE exam is a requirement.
• Able to thrive in a fast-paced environment and adapt quickly.
• Strong written and verbal communication skills.
• Team-oriented and self-motivated.
• Proficient PC skills.

Responsibilities

• Respond to phone calls from financial advisors promptly and professionally.
• Explain features, benefits and advantages of Hartford Funds’ products.
• Provide personalized, web-based hypothetical illustrations.
• Place supply orders for marketing material.
• Follow-up with representatives to ensure information is understood.
• Log calls into the system for tracking purposes.
• Act as liaison between home office and wholesalers.
• Assist in training and development of new employees.
• Once licensed, make outbound calls to financial advisors.

Skills

Communication skills

Team player

PC skills

Adaptable

Time management

Education

SIE Exam

Job description

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.

Hartford 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.

$55,000 - $55,000

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