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Job Title: Advisor Support Consultant
Company Name: Hartford Funds
Location: Wayne, PA United States
Position Type: Full Time
Post Date: 01/27/2021
Expire Date: 03/27/2021
Job Categories: Financial Services
Job Description
Advisor Support Consultant
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.

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.

• 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 commission specials, new products, marketing ideas, special meetings, etc.
Qualifications & Requirements
• 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
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Contact Information
Company Name: Hartford Funds
Company Description:
We are Hartford Funds, and we design, develop, and distribute investment solutions. While we are part of The Hartford Financial Services Group, we operate independently and are headquartered in Wayne, Pennsylvania. Excluding affiliated funds of funds, as of September 30, 2020, Hartford Funds’ investment advisory business had approximately $123.7 billion in discretionary and non-discretionary assets under management. Our unique approach to the asset management business—something we call human-centric investing—allows us to create products and services that consider all aspects of today’s investors.
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