Advisor Support Consultant

The Hartford • Wayne, PA

10d • $55,000 - $55,000

About The Position

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.

Requirements

• Having passed the Securities Industry Essentials (SIE) Exam is a requirement.
• Please note that the passing of the Series 7 and 63 exams will be required during the first year of employment.
• 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

Responsibilities

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees