Small Market Virtual Sales, Senior Specialist
About The Position
At Vanguard, we don't just have a mission—we're 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.
Requirements
- Undergraduate degree or equivalent combination of training and experience.
- Three to five years financial services experience with at least two years of successful institutional sales experience preferred.
- Up to 25% travel is required.
- 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.
- Series 7 and Series 63 required.
Nice To Haves
- Master’s degree and/or Chartered Financial Analyst (CFA) preferred.
Responsibilities
- Achieves established sales and retention goals through strategic selling activities.
- Provides leadership and guidance to other sales executives, extended sales team members, and support staff to achieve the highest levels of performance in new business development.
- Develop a strategic sales plan to efficiently identify new, quality business relationships and leverage Vanguard capabilities for maximum success.
- Partners with advisor organizations to raise awareness and drive acceptance of Vanguard solutions that will help them achieve their goals.
- Effectively represents Vanguard's investments and services to prospects, clients, and industry organizations in client/prospect meetings, at industry conferences, and via written, verbal and electronic media.
- Leverages vendor partnership to deliver 401k plan solutions to prospective clients.
- Develops strong relationships with senior and executive management of prospect and client organizations.
- Effectively identifies prospect/client needs and proposes appropriate Vanguard solutions.
- Raises awareness of Vanguard's investments and services through targeted prospecting activities.
- Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
- Participates in special projects and performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
