Advisor Support Team Lead
Overview
The ASC Team Lead role is designed to enhance the efficiency, consistency, and scalability of the Advisor Support Team (AST) by providing on-team leadership that supports daily execution, training, and operational coordination. This individual will serve as a strategic partner to the ASC Manager, working collaboratively to drive execution, strengthen team performance, and ensure consistent delivery of key priorities.
Position Summary
As ASC responsibilities continue to expand, this role provides centralized oversight of workflows, strengthens service consistency, and ensures ownership of team initiatives and development efforts. The ASC Team Lead introduces structure and accountability to support a more efficient and scalable operating model.
Key Responsibilities
Operational Oversight: Ensure timely, accurate, and high-quality handling of advisor inquiries and internal requests
Training & Development: Lead onboarding and ongoing training (Salesforce and internal tools); coach team members to improve efficiency and reduce AHT
Project Leadership: Drive execution of key projects, initiatives, and process improvements
Team Coordination: Align team priorities, manage coverage, and maintain internal resources
Liaison Support: Act as a backup to the ASC Manager; support hiring, onboarding, and development
Qualifications & Experience
3+ years of ASC, client service, or related operational experience
Strong performance record with service quality and accuracy
Experience mentoring or training peers preferred
Strong communication, organization, and problem-solving skills
Ability to manage workflows and drive execution
Proficiency in Salesforce and advisor support tools
Licensing
Series 7 license strongly preferred (or willingness to obtain)
Series 63 license strongly preferred (or willingness to obtain)
Expected Impact
Improved service consistency and faster response times
Increased efficiency and reduced handle time
Faster onboarding and stronger system proficiency
Enhanced execution of initiatives
More structured and scalable team model
Strategic Value
This role strengthens AST’s operating model by introducing dedicated leadership within the team without adding an additional management layer. It serves as a bridge between individual contributor and leadership, creating a path for future advancement
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:
- $65,000 - $85,000
About Us
We believe every day is a day to do right. And that belief has guided us for over 200 years. Showing up for people isn’t just what we do, it’s who we are. We’re devoted to finding innovative ways to serve our customers, communities and employees – continually asking ourselves what more we can do.
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