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Internal Advisor Consultant - (Job Number: 1701820)

01/04/2018Call Center
Job Location:
Wayne, PA
Metro Area:
PA - Philadelphia
Company Name: The Hartford
Website:  Click to Visit
Overview of the role: The primary duties of an Internal Advisor Consultant are to drive sales and build relationships with Financial Professionals by introducing Hartford Funds products. The Internal Advisor Consultant must achieve and maintain an expert knowledge of the Hartford Funds product line and the Mutual Fund Industry.

Responsibilities of the role:
Partner with Advisor Consultant to develop territory business plan
Plan and execute active marketing campaigns within assigned territory
Act as liaison between home office and Advisor Consultant in the field
Develop relationships with Financial Professionals through outbound calls, emails and letters to share ideas, providing product information, and offering sales support
Deliver sales ideas and stories to achieve sales goals
Provide personalized, web-based hypothetical illustrations
Ask for referrals and business
Handle special projects as assigned within the Sales Desk
Attend various sales meetings and training sessions
Maintain PC based contact management system to track calls and conversations
Resolve service and other business related issues


Bachelors Degree in Business or related field preferred
NASD Series 7 63 or 66 licenses required
Minimum of 1-2 years of sales experience preferably in Financial Services
Flexible and able to accept create and manage change
Ability to work well independently and within a team
Passion for sales/financial industry
Sales focused mentality
Positive flexible attitude
Excellent communication skills
Strong organizational and prioritization skills
Responsible conscientious and self-motivated
Strong PC Skills
Excellent listening and probing skills
Willingness to quickly learn product lines procedures and workflows

All Hartford Fund Employees are expected to act like an owner and behave in a way that exemplifies our core values which includes:

Do what needs to be done in order to make the client experience and Hartford Funds better
Act with integrity at all times never put your reputation or the franchises reputation at risk
Demonstrate financial discipline focus on return on investments
Enjoy what you are doing and who you do it with Have fun!
Continuously drive to deliver results take accountability and ownership of work and strive for continuous improvement
Never be satisfied with status-quo

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. Hartford Funds has total assets under management of $85 billion as of March 31 2017 (excluding assets used in certain annuity products). 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.

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.

Hartford Funds maintains a drug-free workplace.

Committed to Building Inclusion and Leveraging Diversity



Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression

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