About Hartford Funds
Hartford Funds is a leading provider of mutual funds, strategic beta ETFs, and 529 college savings plans. Hartford Funds believes in human-centric investing—a unique approach that utilizes deep research and insights to understand the rational and emotional ways investors think about money, their investments, and their financial advisors. Hartford Funds’ employees embrace an entrepreneurial spirit and are focused on strengthening financial advisor-client relationships by helping investors better realize their true life goals.
Hartford Funds is looking to hire Advisor Support Consultants (entry-level) and Internal Advisor Consultants (non-entry-level) for their Wayne, PA office. These roles will follow a hybrid work model (Mon./Fri. remote, Tues./Wed./Thurs. in the office).
Advisor Support Consultant
This position will give selected individuals the exciting opportunity to learn the 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.
Responsibilities of the Role
- 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 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.
Qualifications
- 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
- Must obtain the SIE, Series 7 & 63 exams within 12 months or 3 attempts, whichever comes first
You can learn more and apply HERE.
Internal Advisor Consultant
As an Internal Advisor Consultant, you will be responsible for building and maintaining strong relationships with financial professionals within a specific territory while conducting complex sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications. In this role, you will be expected to establish and maintain open communication with an Advisor Consultant (external wholesaler) and work together to help meet or exceed established sales goals, individual execution metrics, as well as firm objectives.
Responsibilities of the Role
- Proactively position and differentiate Hartford Funds products using a consultative sales process with financial professionals
- Build and execute on a thoughtful business plan to maximize efficiency and engagement
- Expand existing client base by identifying and pursuing new opportunities through data and analytics
- Exhibit high level market knowledge and ability to converse with financial professionals on current economic conditions
- Embrace the Hartford Funds culture and commitment to providing advisors with an unparalleled client experience
- Work with colleagues and teams across the organization to help achieve sales/firm objectives
- Comply with all rules and regulations of selling securities as outlined by FINRA and SEC, as well as any established internal guidelines
Qualifications
- Bachelor’s degree or equivalent experience required
- NASD Series 7 and 63 or 66 licenses required; otherwise, these licenses must be obtained within 3 attempts or within the first 6 months of employment (whichever is sooner)
- Minimum required 2+ years of sales experience, preferably in the Financial Services industry
- Outstanding verbal and written communication skills
- Ability to work and thrive in a team environment while also being a motivated, innovative self-starter
- Strong interpersonal skills with proven ability to build effective relationships
- Possess exceptional organizational skills, time management, and detail-oriented with the ability to multi-task
- Sales focused mentality and a desire to grow within the sales organization
- Strong PC Skills
- Positive, flexible attitude
- Willingness to quickly learn product lines, procedures, and workflows
You can learn more and apply HERE.
For both roles, please apply by Monday, June 3, 2024.
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