Vanguard

Sales Development Representative

Vanguard

full-time

Posted on:

Location Type: Hybrid

Location: Malvern • Arizona • North Carolina • United States

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About the role

  • 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.

Requirements

  • 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.
Benefits
  • Flexible working model
  • Professional development opportunities
  • Health insurance
  • Retirement plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial services experiencesales support activitiesmarket knowledgeinvestment profilingcampaign executionlead generationclient communicationresearch skillsproject management
Soft Skills
verbal communicationwritten communicationorganizational skillsinterpersonal skillsindependent workmulti-taskingcollaborationclient interaction
Certifications
Series 7 licenseSeries 63 license