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Financial Services Representative

4 weeks ago

Allen Park, Michigan, United States The Hartford Full time
Advisor Support Consultant Role

We're seeking a highly motivated and detail-oriented individual to join our team as an Advisor Support Consultant. In this role, you will work closely with financial advisors, advisor consultants, and internal sales professionals to provide exceptional support and guidance.

Key Responsibilities:

  • Respond to phone calls from financial advisors in a prompt and professional manner.
  • Explain the features, benefits, and advantages of Hartford Funds' products and funds in detail.
  • Provide personalized, web-based hypothetical illustrations to support financial advisors.
  • Place supply orders for marketing materials and follow up with representatives to ensure information is received and understood.
  • Log phone calls into our computer system for tracking purposes and act as a liaison between home office and wholesalers in the field.
  • Assist in the training and development process of new employees and make outbound phone calls to financial advisors once licensed.

Requirements:

  • Flexible and adaptable with strong organizational and time management skills.
  • Strong written and verbal communication skills with the ability to work well with others.
  • Responsible, conscientious, and self-motivated with a positive and flexible attitude.
  • Strong PC skills with the ability to quickly learn product lines, procedures, and workflows.
  • Must obtain the SIE, Series 7 & 63 exams within 12 months or 3 attempts, whichever comes first.

Compensation:

The listed annualized base pay range is $55,000. The base pay is just one component of The Hartford's total compensation package for employees, which includes short-term or annual bonuses, long-term incentives, and on-the-spot recognition.

About Us:

The Hartford is an equal opportunity employer committed to diversity, equity, and inclusion. We offer a range of benefits, including a robust and ongoing training program, to support the success of our employees.