Hybrid Inbound SDR for Financial Advisors

Vanguard; Charlotte (NC); Sur place; USD 42 000 - 70 000; Plein temps

Résumé du poste

Vanguard in Charlotte, NC seeks a Sales Development Representative to engage financial advisors, respond to inquiries, and support the FAS team. The role emphasizes lead generation, product knowledge, and collaboration with sales leadership to move opportunities forward.

The position requires strong communication, a client-focused mindset, and the ability to work in a fast-paced environment. Hybrid work and career growth are highlighted in the description.

Qualifications

• Two years related work experience preferred.
• Ability to learn advisory practices and decision making.
• Regulatory license/registration may be required depending on role.

Responsabilités

• Handles inbound calls from financial advisors and passes leads to FAS sales team.
• Responds to routine inquiries from potential and current clients.
• Supports sales executives and management with administrative tasks.
• Solicits and responds to inquiries related to product research and marketing materials.
• Oversees advisor email inquiries submitted through the Vanguard Website.
• Generates internal reports for the FAS Sales desk.

Connaissances

Sales aptitude

Interpersonal communication

Collaboration

Curiosity & learning

Inbound call handling

Formation

Undergraduate degree or equivalent

Description du poste

Vanguard in Charlotte, NC seeks a Sales Development Representative to engage financial advisors, respond to inquiries, and support the FAS team. The role emphasizes lead generation, product knowledge, and collaboration with sales leadership to move opportunities forward.

The position requires strong communication, a client-focused mindset, and the ability to work in a fast-paced environment. Hybrid work and career growth are highlighted in the description.