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.
Vanguard is not offering visa sponsorship for this position.
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.
Our commitment to diversity, equity, and inclusion
Vanguard’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.
Vanguard’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report.
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.
