Sales Development Representative

Vanguard

Sales Development Representative on Vanguard’s Financial Advisor Services team. Responding to advisor queries and supporting sales in delivering investment solutions.

Posted 6/5/2026full-timeScottsdale • Arizona, North Carolina, Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Respond to inbound calls from financial advisors
Profile advisor practices and identify client needs
Route qualified opportunities to the sales team
Support the progression of relationships
Collaborate with sales executives and leaders for sales-support activities
Participate in outbound call campaigns to engage prospective financial advisors
Contribute to special projects and additional responsibilities

Requirements

What you’ll need

Undergraduate degree or equivalent experience
SIE exam required prior to hire
Series 7 and Series 63 licenses (or ability to obtain within 90 days)
Strong verbal and written communication skills
Strong organizational skills to manage multiple priorities
Ability to work independently with limited supervision
Proficiency with Microsoft applications and contact management databases

Benefits

Comp & perks

Hybrid working model to capture the benefits of enhanced flexibility
Exposure to a variety of products and markets
Professional development opportunities for career growth

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

SIE examSeries 7 licenseSeries 63 licenseMicrosoft applicationscontact management databases

Soft Skills

verbal communicationwritten communicationorganizational skillsindependencerelationship management