Inbound SDR for Financial Advisors (Hybrid)

The Vanguard Group; Charlotte (NC); Hybrid; USD 55,000 - 75,000; Full time

Job summary

The Vanguard Group is seeking an Inbound Sales Development Representative to join our Financial Advisor Services team. The role focuses on engaging advisory clients, routing leads, and supporting the sales organization in a fast-paced, hybrid work environment.

Typical duties include handling advisor inquiries, providing product information, and collaborating with sales to drive the sales process forward. A regulatory license may be required depending on duties.

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 and passes sales leads to the FAS sales team when appropriate.
• Responds to routine or lower complexity inquiries from potential and current clients.
• Supports sales executives with administrative tasks and client follow-up to maximize engagement.
• Generates reports for internal distribution within the FAS Sales desk.
• Participates in special projects and performs other duties as assigned.

Skills

Sales aptitude

Interpersonal communication

Collaborative

Decision making

Adaptability

Education

Undergraduate degree

Job description

The Vanguard Group is seeking an Inbound Sales Development Representative to join our Financial Advisor Services team. The role focuses on engaging advisory clients, routing leads, and supporting the sales organization in a fast-paced, hybrid work environment.

Typical duties include handling advisor inquiries, providing product information, and collaborating with sales to drive the sales process forward. A regulatory license may be required depending on duties.