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.
Plays key role in supporting the Internal and External sales executives and FAS management team. Assists Internal and External sales executives by performing sales support-related activities, including coordination and execution of direct mail/e-mail campaigns, internal and external marketing campaigns, production of customized prospect/client target lists used in sales process, and all tracking of expected results from these campaigns. Allows Internal and External sales executives to maximize their time to proactively contact clients and prospects.
Solicits and responds to inquiries from Internal and External sales executives related to client's general requests, specialized product questions, research competitive information and all sales/marketing materials requests. Coordinates all resources within Vanguard to research, assemble, process and deliver requested information. Works extensively with internal Vanguard departments to ensure timely delivery of these requests to both FAS personnel and external clients.
Engages in outbound call campaigns to uncovered financial advisors provided via transaction data, registration lists, or other lead sources.
Participates in special projects and other assigned duties as needed.
Qualifications
Undergraduate degree or equivalent combination of experience and training.
Minimum two years’ experience in financial services industry.
Currently holds Series 7 and 63 licenses, or ability to obtain within 90 days.
Ability to work independently with little direct supervision.
Excellent verbal and written communications skills.
Excellent organizational skills and ability to handle multiple projects simultaneously.
Ability to interact with all levels of internal and external personnel.
Excellent interpersonal skills.
Proficient in computer skills, specifically Microsoft applications, contact management databases, and NICE telephonic systems.
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.
Top Skills
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.
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