Sales Development Representative

Role Overview

• 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 client's 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.

Requirements

• 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.

Benefits

• Flexible working model
• Professional development opportunities
• Health insurance
• Retirement plans