Advisor Support Consultant: Launch Your Licensing Career

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 support financial advisors and internal sales professionals. You will learn Hartford Funds’ mutual fund and ETF businesses, obtain securities licenses, and participate in comprehensive training.

You will handle calls, explain product features, and assist with marketing materials as you grow in a fast-paced team environment. Upon licensing, you will engage in outbound discussions about new products and marketing ideas

Qualifications

• Passed the Securities Industry Essentials (SIE) exam is a requirement.
• Flexible and adaptable; able to thrive in a dynamic fast-paced environment.
• Strong written and verbal communication skills.
• Ability to work well with others and function as a team member.
• Proactive, self-motivated and PC literate.

Responsibilities

• Respond to phone calls from financial advisors promptly and professionally.
• 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 confirm receipt of information.
• Log phone calls into the 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 calls to financial advisors regarding new products and ideas.

Skills

SIE Exam Passed

Phone communication

Job description

The Hartford in Wayne, PA, is seeking an entry level Sales Support Associate to support financial advisors and internal sales professionals. You will learn Hartford Funds’ mutual fund and ETF businesses, obtain securities licenses, and participate in comprehensive training.

You will handle calls, explain product features, and assist with marketing materials as you grow in a fast-paced team environment. Upon licensing, you will engage in outbound discussions about new products and marketing ideas