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Inside Sales (Investment Industry) - (Job Number: 1803374)

06/23/2019Call Center
Job Location: Wayne, PA
Metro Area: PA - Philadelphia
Company Name: The Hartford
The Hartford
Overview of the role: The primary duties of this role are to drive sales and build relationships with Financial Advisors over the phone 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.

Q: Do I need experience in the Investment or Financial Services business to be considered?
A: It certainly helps, but its not necessary to get started. Depending on experience, you may spend your first several months training and attaining your licenses before getting a territory.

Q: What if I dont have sales experience?
A: We are definitely looking for people with a sales mindset. Does that mean you have to have sold something? Again, it certainly helps but if you feel that you are destined for sales and you havent had a shot at it yet then come and talk to us!

Q: How am I assigned a territory? Do I get to choose?
A: We make an assessment based on whats open, your skillset and personality and the requirements and personality of your future partner(s). Some sales reps support 1, others have 2-3 that they support.

Q: Will you consider people outside of Philadelphia for the role?
A: For the right people well consider covering nominal relocation expenses.

Responsibilities of the role:
Sell, cross-sell and upsell our products to Financial Advisors at the industrys most recognized companies
Master the sales process and uncover sales opportunities
Partner with the external sales person (Advisor Consultant) to develop territory business plan
Plan and execute active email marketing campaigns within assigned territory
Act as a go-between with the 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 pitches 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 contact management system (CRM) to track all 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 within first 3 months.
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

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 June 30 2018 Hartford Funds Management Company LLC and its wholly owned subsidiary Lattice Strategies LLC had approximately $117 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.

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


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