Advisor Support Consultant

About the role

This position offers the opportunity to learn our Mutual Fund and ETF businesses and obtain securities licenses. Advisor Support Consultants work with financial advisors, advisor consultants, and internal sales professionals to further their knowledge of the financial services industry. Our robust and ongoing training program provides the resources and tools that new hires need to be successful.

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 confirm 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.

Requirements

• Having passed the Securities Industry Essentials (SIE) Exam is required
• Flexible and adaptable; ability to thrive in a dynamic, fast-paced environment
• Strong organizational and time management skills
• Strong written and verbal communication skills
• Ability to work well with others and function effectively as a team member
• Responsible, conscientious, and self-motivated
• Positive, flexible attitude
• Strong PC skills
• Ability to accept, create, and manage change
• Willingness to quickly learn product lines, procedures, and workflows
• Commitment to creating and maintaining a harmonious work environment