Training and Sales Coach

Vanguard•Malvern, PA

23h•Hybrid

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. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests. This website uses "cookies" to distinguish you from other users. A cookie is a small file of letters and numbers placed on your computer or device. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site and services. The cookies are stored locally on your computer or mobile device. To accept cookies you can continue browsing as normal. Or you can go to our Privacy Policy to read more information and learn how to change your preferences.

Requirements

Five years related experience.
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.

Nice To Haves

Three years of sales or training experience preferred.
Graduate degree preferred.

Responsibilities

Develops and implements training and development programs focused on maximizing sales performance, identifying client needs, maximizing relationships, and generating sales activity from complex prospects.
Enhances sales techniques, communication skills, product knowledge, and technology maximization where appropriate.
Leads onboarding of mid and senior level sales executives.
Directs cross-training efforts between sales and relationship management crew to foster career development and increase sales acumen.
Trains sales crew on new products, sales process and consultative selling, sales presentation skills, phone selling, and virtual sales technology based on deep understanding of best practices and emerging trends and technology for sales organizations.
Sets Vanguard sales standards, competencies, and team procedures based on partnership with sales leaders and a deep understanding of sales management business plans and strategy.
Develops, executes, and enables training and development programs for mid and senior level sales executives and relationship managers based on deep understanding of external best practices and emerging trends and technologies.
Gathers multi-faceted and complex sales activity data to measure the success sales training programs.
Monitors ROI of training programs and justifies their effectiveness to sales management using advanced analysis and presentation methods.
Diagnoses and anticipates sales crew learning and development needs.
Ensures sales training programs align with the timing of critical, sensitive, or high-profile Vanguard initiatives, product launches, and sales enablement activities.
Promotes new sales training methods and technology ensures scalability to implement for all sales crew.
Disseminates broad knowledge of market forces, including distribution, competitors, and trends that may impact sales crew success.
Participates in special projects and performs other duties as assigned.