04/21/2023

Advisor Support Consultant (Hybrid)

  • The Hartford
  • Wayne, PA-690 Lee Rd
Finance Sales

Job Description

You are a driven and motivated problem solver ready to pursue meaningful work. You strive to make an impact every day & not only at work, but in your personal life and community too. If that sounds like you, then you've landed in the right place.

OVERVIEW OF THE ROLE

Hartford Funds has several openings for 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.

*This position will adhere to Hartford Funds’ hybrid work model, in which employees are expected to work in our Wayne, PA office location 3 days per week (Tuesdays, Wednesdays and Thursdays).  Employees have the option of working remotely on Mondays and Fridays if they choose.

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?

  • 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
  • Obtain Series 7 & 63 successfully completed within one year of employment

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:

$50,000 - $50,000

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits

Sales Support Associate - 87PR7N

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Skills:


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