Inbound SDR for Financial Advisors - Growth & Impact

The Vanguard Group; Malvern (Chester County); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

The Vanguard Group in Malvern, PA is seeking an Inbound Sales Development Representative to engage financial advisors, profile prospects, and pass qualified leads to the FAS sales team. This role emphasizes collaboration with sales leadership and a focus on building knowledge of Vanguard products and market trends.

The position supports a high-performing, hybrid culture with opportunities to develop sales, relationship management, and industry acumen through client meetings, presentations, and

Qualifications

• Two years related work experience preferred.
• Undergraduate degree or equivalent combination of training and experience.
• Regulatory license and/or registration may be required (FINRA, state, SFC).
• Sponsorship for visa not offered.

Responsibilities

• Handle inbound calls from financial advisors about market knowledge, Vanguard products, and competitors.
• Profile prospective clients and pass sales leads to FAS team when appropriate.
• Respond to routine inquiries from potential and current clients.
• Support Internal and External sales executives and FAS management.
• Assist sales executives with administrative tasks to maximize client engagement.
• Generate reports for internal distribution to the FAS desk.
• Participate in special projects and other duties as assigned.

Skills

Sales aptitude

Interpersonal communication

Collaboration

Problem solving

Time management

Curiosity

Adaptability

Regulatory awareness

Education

Undergraduate degree or equivalent

Two years related work experience preferred

Job description

The Vanguard Group in Malvern, PA is seeking an Inbound Sales Development Representative to engage financial advisors, profile prospects, and pass qualified leads to the FAS sales team. This role emphasizes collaboration with sales leadership and a focus on building knowledge of Vanguard products and market trends.

The position supports a high-performing, hybrid culture with opportunities to develop sales, relationship management, and industry acumen through client meetings, presentations, and