Senior Specialist, Small Market Virtual Sales
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Scottsdale • Arizona • United States
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Job Level
About the role
- Achieves established sales and retention goals through strategic selling activities.
- Provides leadership and guidance to other sales executives, extended sales team members, and support staff.
- Develop a strategic sales plan to identify new business relationships.
- Partners with advisor organizations to drive acceptance of Vanguard solutions.
- Represents Vanguard's investments and services in various settings.
- Leverages vendor partnership to deliver 401k plan solutions.
- Develops strong relationships with senior and executive management of prospect and client organizations.
- Identifies prospect/client needs and proposes appropriate Vanguard solutions.
- Raises awareness of Vanguard's investments through targeted prospecting activities.
- Participates in special projects and performs other duties as assigned.
Requirements
- Undergraduate degree or equivalent combination of training and experience.
- Master’s degree and/or Chartered Financial Analyst (CFA) preferred.
- Three to five years financial services experience with at least two years of successful institutional sales experience preferred.
- Up to 25% travel is required.
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). Series 7 and Series 63 required.
Benefits
- Hybrid working model designed for enhanced flexibility, in-person learning, collaboration, and connection.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
strategic sellingsales planningfinancial servicesinstitutional salesprospectingclient relationship managementvendor partnership401k plan solutions
Soft Skills
leadershipguidancerelationship buildingcommunicationcollaboration
Certifications
Chartered Financial Analyst (CFA)FINRASeries 7Series 63