Sales Support Coordinator, Senior Associate

Scottsdale, AZ - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

Responsibilities

Provides sales and service to participants covering a wide range of products but not limited to advice brokerage and short-term savings solutions. Understands and incorporates key pieces of both workplace and brokerage acumen.
Follows up with Participants on leads and money movement as temporary point of contact.
Provides feedback and participates in the development of the future of this evolving role.
Participates in sales meetings events and other logistics for sales related activities. Gathers metrics for data analysis.
Improves sales and client relationship management outcomes.
Participates in special projects and performs other duties as assigned.

Qualifications

Two years related work experience preferred.
Undergraduate degree or equivalent combination of training and experience.
This job requires a regulatory license and/or registration (e.g. FINRA state SFC). These will be determined by Compliance based on role-specific duties.

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:

Senior IC

ResponsibilitiesProvides sales and service to participants covering a wide range of products but not limited to advice brokerage and short-term savings solutions. Understands and incorporates key pieces of both workplace and brokerage acumen.Follows up with Participants on leads and money movement a...