Inbound SDR — Financial Services & Advisor Partnerships

Vanguard; Scottsdale (AZ); Hybrid; USD 42,000 - 66,000; Full time

Job summary

Vanguard in Scottsdale, AZ is seeking an Inbound Sales Development Representative to support the Financial Advisor Services team. You will engage financial advisors, qualify leads, and pass opportunities to the FAS sales team to drive growth in a collaborative, fast-paced environment.

You should possess strong sales aptitude, excellent communication, and a willingness to learn about advisor practices. A regulatory license or registration may be required by Compliance based on duties.

Qualifications

• Sales aptitude with the willingness and ability to engage advisors in a variety of situations.
• Drive and positive attitude, with a desire to learn and grow.
• Curiosity and willingness to learn about people, their advisor practices, processes, and decision making.
• Excellent interpersonal communication skills when communicating with advisors over the phone, on web meetings, or via email.
• Strong ability to collaborate with sales teams and leadership to drive the sales process forward.
• Business owner's mindset and ability to think creatively about how to run a territory and manage top clients.
• Demonstrated use of good judgment and thoughtful decision making.
• Ability to navigate ambiguity and deliver on commitments in a fast-paced environment.

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

Customer service

Communication

Team collaboration

Decision making

Education

Bachelor's degree or equivalent

Job description

Vanguard in Scottsdale, AZ is seeking an Inbound Sales Development Representative to support the Financial Advisor Services team. You will engage financial advisors, qualify leads, and pass opportunities to the FAS sales team to drive growth in a collaborative, fast-paced environment.

You should possess strong sales aptitude, excellent communication, and a willingness to learn about advisor practices. A regulatory license or registration may be required by Compliance based on duties.