Sales Development Representative
About the role
As a Sales Development Representative on Vanguard’s Financial Advisor Services (FAS) team, you’ll play an important role in helping financial advisors deliver better outcomes for their clients—while supporting Vanguard’s mission to give investors the best chance for investment success. This role is intentionally designed as an early-career opportunity, ideal for recent graduates or those beginning their careers in financial services who are eager to learn, grow, and build a long-term future at Vanguard. You’ll gain broad exposure to our products, markets, and advisor relationships, with a clear path to developing into a wholesaler.
What you’ll do
Respond to inbound calls from financial advisors with questions about market trends, Vanguard products, and competitor offerings.
Learn how to profile advisor practices, identify client needs, and discuss appropriate Vanguard investment solutions.
Route qualified opportunities to the Financial Advisor Services sales team and support the progression of those relationships.
Partner with internal and external sales executives and FAS leaders by coordinating and executing sales-support activities, including:
Direct mail and email outreach
Internal and external marketing campaigns
Creation of customized prospect and client target lists used in the sales process
Tracking and reporting on campaign activity and results
Research and respond to requests from sales executives related to client needs, product questions, competitive insights, and sales or marketing materials.
Collaborate with teams across Vanguard to gather, assemble, and deliver information accurately and on time to internal partners and external advisors.
Participate in outbound call campaigns to engage prospective financial advisors identified through transaction data, registration lists, or other lead sources.
Contribute to special projects and take on additional responsibilities as you continue to build skills and experience.
What it takes
Undergraduate degree or an equivalent combination of education and experience.
FINRA Securities Industry Essentials (SIE) exam required prior to hire.
Series 7 and Series 63 licenses currently held, or the ability to obtain them within 90 days of hire.
Strong verbal and written communication skills, with the ability to explain information clearly by phone, email, and web meetings.
Strong organizational skills and the ability to manage multiple priorities.
Ability to work independently with limited day-to-day supervision while following established processes.
Comfort collaborating with partners at different levels across the organization.
Sound judgment and a thoughtful approach to decision-making in a fast-paced environment.
Proficiency with Microsoft applications and contact management databases.
Skills and interests that will help you succeed
Interest in sales, relationship management, and developing a client-facing career in financial services.
Curiosity about how financial advisors run their practices and make investment decisions.
Willingness to learn, ask questions, and continuously build product and market knowledge.
A collaborative mindset and openness to feedback and coaching.
Adaptability and comfort navigating new situations as you grow in the role.
Career development
This role is part of Vanguard’s long-term talent pipeline for client-facing sales careers. Successful Sales Development Representatives gain the foundational skills, licenses, and experience needed to progress into wholesaler roles within Financial Advisor Services.
Special factors
Licensing: SIE required pre-hire; Series 7 and Series 63 required (held or obtained within 90 days of hire).
Work style: This role includes frequent interaction with financial advisors via phone, web meetings, and email, as well as participation in outbound call campaigns.
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
- 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
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.
