Entry-Level Advisor Support Specialist – Financial Services

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

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.