Division Sales Specialist role is an Entry Level position for those with 1-3 years of experience after college. The role allows you to learn the mutual funds business, become licensed and support our internal sales desk. In this role, you will have the opportunity to work with inside sales professionals, Advisor Consultants (wholesalers) and Financial Advisors in order to further your knowledge of the industry and become skilled with the sales and service process.
WHAT ARE THE RESPONSIBILITIES?
Work with the Internal Sales Manager to support a regional team of Internal Advisor Consultants (IAC).
Take direction from IACs as you support the daily sales activities for your team.
Provide personalized, web-based hypothetical illustrations and fund comparisons (zephyr).
Place outbound phone calls to Advisor Consultants (AC) and Financial Advisors (FA): follow up on events, service calls, sales calls etc., at the direction of the Manager and IAC.
Place supply orders for marketing material, maintain lists, track marketing pieces/codes etc.
Build and ship custom marketing material or supplies to FAs and ACs
Ensure tight follow up process at all times with IAC, AC, FA and all touchpoints.
Become skilled in the use of Salesforce.com: log activities, run reports, build campaigns etc.
Deep knowledge of funds, whitepapers, research reports etc.
Assist in the development process of new employees.
Licensed Division Support Specialists also make outbound phone calls to FAs on commission specials, new products, marketing ideas, special meetings, etc.
Answer the phone promptly and professionally when in queue.
Work in other departments and on misc. projects as needed/directed.
Excellent communication skills
Strong organizational and prioritization skills
Responsible conscientious and self-motivated
Positive flexible attitude
Strong PC Skills.
Ability to work well with others and function well as a member of a team
Be flexible with ability to accept create and manage change
Display willingness to quickly learn product lines procedures and workflows
Create and maintain a harmonious work environment
Have Series 7 & 63 successfully completed within 6 months of employment
WHY JOIN HARTFORD FUNDS?
Founded in 1996 and headquartered in Wayne PA Hartford Funds is a leading provider of mutual funds strategic beta ETFs and 529 college savings plans. The company offers a broad range of strategies designed to provide solutions for a variety of investment needs. Excluding affiliated funds of funds as of September 30 2018 Hartford Funds Management Company LLC and its wholly owned subsidiary Lattice Strategies LLC had approximately $121.1 billion in discretionary and non-discretionary assets under management. Hartford Funds are primarily sub-advised by Wellington Management or Schroder Investment Management two leading investment advisors.
At Hartford Funds we believe in human-centric investinga 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 and then create solutions and advisor tools designed to serve those investors and their mindsets.
Hartford Funds embraces a true entrepreneurial spirit where all employees are encouraged to act like an owner of the firm and live Hartford Funds human-centric investing approach. Employees work in a fast-paced dynamic environment that is focused on strengthening financial advisor-client relationships by helping investors better realize their true life goals.
WHAT IS THE COMPENSATION OPPORTUNITY?
At Hartford Funds our compensation philosophy is simple: we pay competitive base salaries and reward performance. In addition you will be eligible to participate in our comprehensive benefits program including Medical Dental Life and Disability Insurance a 401K Plan and more.
This position may be subject to The Hartford Funds political contributions policy.
Hartford Funds is an Equal Employment Opportunity and Affirmative Action Employer.
Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression
Hartford Funds maintains a drug-free workplace.
Committed to Building Inclusion and Leveraging Diversity
** NO AGENCIES PLEASE **