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Advisor Support Consultant

The Hartford

Wayne, PAJob$55K/yrPosted 7mo agoSeen in employer's feed 6 days ago

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At a glance

Compensation
$55K/yr
Location
Wayne, PA
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Securities Industry Essentials (SIE) Exam

Job overview

The Hartford is hiring an Advisor Support Consultant. The Hartford Funds is seeking entry-level Advisor Support Consultants in Wayne, PA. This role offers an opportunity to learn about Mutual Fund and ETF businesses and obtain securities licenses. Consultants will collaborate with financial advisors, advisor consultants, and internal sales professionals to enhance their industry knowledge. A robust training program supports new hires in developing necessary skills and expertise.

Key focus areas include Respond to phone calls from financial advisors promptly and professionally, Explain features, benefits, and advantages of Hartford Funds’ products and funds, and Provide personalized, web-based hypothetical illustrations.

Successful candidates bring SIE Exam Passed, Series 7 Exam, and Series 63 Exam. Important skills include Flexible And Adaptable, Organizational Skills, Time Management Skills, Written Communication Skills, Verbal Communication Skills, and Collaboration.

Skills & qualifications

RequiredNice to have

Skills

Flexible and AdaptableOrganizational SkillsTime Management SkillsWritten Communication SkillsVerbal Communication SkillsCollaborationResponsibleConscientiousSelf-MotivatedPositive AttitudeFlexible AttitudePC SkillsManage ChangeLearn Product LinesLearn ProceduresLearn WorkflowsCreate and Maintain Harmonious Work Environment

Qualifications

Securities Industry Essentials (SIE) ExamSeries 7 ExamSeries 63 Exam

Full job description

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.

OVERVIEW OF THE ROLE

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.

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?

  • 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

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

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