Sales Development Representative

Scottsdale, AZ - USA

Monthly Salary: Not Disclosed

Posted on: 13 hours ago

Vacancies: 1 Vacancy

Job Summary

Sales Development Representative

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. Weve 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 owners 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 youll 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 clients 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.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard we dont just have a missionwere 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.

Required Experience:

Sales Development RepresentativeThe 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. Weve gained a loyal following ...

Sales Development Representative

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 owners 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 youll 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 clients 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.