Sales Development Representative
About The Position
Vanguard is seeking an Inbound Sales Development Representative for its Financial Advisor Services (FAS) team. The role supports advisor clients—including Broker-Dealers, RIAs, banks, asset managers, and insurance companies—through a consultative approach focused on investment products, tools, and resources. The representative responds to inbound advisor inquiries, helps identify prospective clients and suitable Vanguard investments, and connects sales leads with the appropriate FAS sales team. The position also supports sales executives and FAS management with client follow-up, research, administrative requests, sales and marketing materials, advisor website inquiries, registration decisions, and internal reports. The role offers opportunities to develop sales, relationship management, investment industry, persuasion, strategic thinking, and data analysis skills while working on a collaborative and competitive team.
Requirements
- Sales aptitude and willingness and ability to engage advisors in a variety of situations.
- Drive, a positive attitude, and a desire to learn and grow.
- Curiosity and willingness to learn about people, advisor practices, processes, and decision making.
- Excellent interpersonal communication skills with advisors by phone, web meetings, and email.
- Ability to collaborate with sales teams and leadership to advance the sales process.
- A business-owner mindset and ability to think creatively about territory management and top clients.
- Good judgment and thoughtful decision making.
- Ability to navigate ambiguity and deliver on commitments in a fast-paced environment.
- Undergraduate degree or equivalent combination of training and experience.
- The role requires a regulatory license and/or registration, such as FINRA, state, or SFC; specific requirements will be determined by Compliance based on role duties.
Nice To Haves
- Two years of related work experience preferred.
Responsibilities
- Handle inbound calls from financial advisors about general market knowledge, Vanguard products, and competitor products.
- Profile prospective clients, discuss suitable Vanguard investments, and pass sales leads to the responsible FAS sales team when appropriate.
- Respond to routine or lower-complexity inquiries from potential and current clients.
- Support internal and external sales executives and the FAS management team.
- Assist sales executives with administrative tasks and client follow-up to enable greater engagement with external clients and prospects.
- Respond to sales executives’ inquiries about client product research, administrative requests, and sales and marketing materials.
- Delegate or respond to advisor email inquiries submitted through the Financial Advisor Website.
- Approve or reject registration requests from unknown advisors.
- Generate reports for internal distribution to the broader FAS Sales desk.
- Participate in special projects and perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
