Advisor Support Consultant (Hybrid)

Posted 16 Hours Ago
Be an Early Applicant
Wayne, PA
55K-55K Annually
1-3 Years Experience
Fintech • Payments • Financial Services
The Role
The Advisor Support Consultant will assist financial advisors by answering phone inquiries about Hartford Funds products, providing product illustrations, processing marketing material orders, tracking calls, and facilitating communication between the home office and field representatives. This role requires strong organizational skills and the ability to learn quickly about the company's offerings and licensing requirements.
Summary Generated by Built In

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.

*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
  • Must obtain the SIE, Series 7 & 63 exams within 12 months or 3 attempts, whichever comes first

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

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

The Company
HQ: Hartford, Connecticut
20,002 Employees
On-site Workplace
Year Founded: 1810

What We Do

Human achievement is at the heart of what we do. We put our belief into action by not only ensuring individuals and businesses are well protected, but by going even further – making an impact in ways that go beyond an insurance policy

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