Inbound SDR: Financial Advisor Solutions

Vanguard; Scottsdale (AZ); Hybrid; USD 45,000 - 75,000; Full time

Job summary

Vanguard in Scottsdale, AZ is seeking an Inbound Sales Development Representative to engage financial advisors and qualify leads for the FAS team. You will handle inbound inquiries, pass opportunities to the sales desk, and support advisors with timely information and guidance.

This role emphasizes collaboration with sales leadership, the ability to navigate a fast-paced environment, and a growth mindset as you build expertise in Vanguard products and processes. Hybrid work model offered.

Qualifications

• Two years related work experience preferred.
• 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.

Responsibilities

• 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.
• Responds to routine or lower complexity inquiries from potential and current clients.
• Plays key role in supporting the Internal and External sales executives and FAS management team. Supports sales executives with a variety of administrative and client follow up requests to enable sales executives to maximize external client and prospect engagement.
• Solicits and responds to inquiries from Internal and External sales executives related to client's general product research, administrative requests and all sales/marketing materials requests.
• Oversees responsibility for delegating or responding to advisor e‑mail inquiries submitted through the Financial Advisor Website.
• Approves or rejects registration requests from unknown advisors.
• Generates various reports for internal‑only distribution to the broader FAS Sales desk.
• Participates in special projects and performs other duties as assigned.

Skills

Sales aptitude

Interpersonal communication

Collaboration

Adaptability

Curiosity

Decision making

Education

Undergraduate degree or equivalent

Job description

Vanguard in Scottsdale, AZ is seeking an Inbound Sales Development Representative to engage financial advisors and qualify leads for the FAS team. You will handle inbound inquiries, pass opportunities to the sales desk, and support advisors with timely information and guidance.

This role emphasizes collaboration with sales leadership, the ability to navigate a fast-paced environment, and a growth mindset as you build expertise in Vanguard products and processes. Hybrid work model offered.