Sales Development Representative
The Financial Advisor Services (FAS) story is one of growth, innovation, and endurance. We may adapt when the market changes, but we never waver in our core belief that financial advice and lower costs result in greater value for investors. We’ve gained a loyal following by serving advisor clients (Broker-Dealers, RIAs, Banks, Asset Managers, and Insurance Companies) with a consultative approach that employs industry-leading investment products, tools, and resources to ensure consistent, long-term business performance. We are currently seeking an Inbound Sales Development Representative eager to help us continue to revolutionize the industry.
We are seeking someone with…
Sales aptitude with the willingness and ability to engage advisors in a variety of situations
Drive and positive attitude, with a desire to learn and grow
Curiosity and willingness to learn about people, their advisor practices, processes, and decision making
Excellent interpersonal communication skills when communicating with advisors over the phone, on web meetings, or via email
Strong ability to collaborate with sales teams and leadership to drive the sales process forward
Business owner’s mindset and ability to think creatively about how to run a territory and manage top clients
Demonstrated use of good judgment and thoughtful decision making
Ability to navigate ambiguity and deliver on commitments in a fast-paced environment
Experiences you’ll gain…
Develop and refine your sales, relationship management, and stakeholder management skills
Deepen your investment product and industry acumen expertise
Improve your persuasion and influencing skills through client meetings, presentations, and public speaking engagements
Leverage your creative problem solving, strategic thinking, and data analysis skills to create value for our business partners and advisor clients throughout the sales process
Joining a high-performing team with a collaborative and competitive culture.
Duties and Responsibilities
Handles inbound calls from financial advisors related to general market knowledge, Vanguard product information, and competitor products. Profiles prospective clients, speaks to suitable Vanguard investments and passes sales leads to responsible FAS sales team when appropriate.
Responds to routine or lower complexity inquiries from potential and current clients.
Plays key role in supporting the Internal and External sales executives and FAS management team. Supports sales executives with a variety of administrative and client follow up requests to enable sales executives to maximize external client and prospect engagement.
Solicits and responds to inquiries from Internal and External sales executives related to client's general product research, administrative requests and all sales/marketing materials requests.
Oversees responsibility for delegating or responding to advisor e-mail inquiries submitted through the Financial Advisor Website.
Approves or rejects registration requests from unknown advisors.
Generates various reports for internal-only distribution to the broader FAS Sales desk.
Participates in special projects and performs other duties as assigned.
Qualifications
Two years related work experience preferred.
Undergraduate degree or equivalent combination of training and experience.
This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Skills Required
- Sales aptitude and willingness to engage financial advisors in varied situations
- Strong interpersonal communication skills across phone, web meetings, and email
- Ability to collaborate with sales teams and leadership
- Ability to navigate ambiguity and deliver commitments in a fast-paced environment
- Two years of related work experience
- Undergraduate degree or equivalent combination of training and experience
- Regulatory license and/or registration, such as FINRA, state, or SFC credentials, as determined by Compliance
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
