Inbound SDR for Financial Advisors - Hybrid Role

Vanguard; Malvern (Chester County); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Vanguard is hiring an inbound Sales Development Representative in a hybrid setup. The role focuses on engaging financial advisor clients, routing leads to the FAS sales team, and supporting sales executives with administrative tasks.

The position demands strong communication, curiosity about advisor practices, and a proactive, collaborative mindset. The team emphasizes growth, learning, and delivering value through informed interactions across multiple channels.

Qualifications

• Two years related work experience preferred.
• Undergraduate degree or equivalent combination of training and experience.
• Regulatory license and/or registration may be required (e.g. FINRA).

Responsibilities

• Handles inbound calls from financial advisors, profiles prospects, and passes leads to the FAS sales team when appropriate.
• Responds to routine or lower complexity inquiries from potential and current clients.
• Supports sales executives and FAS management with administrative and client follow-up requests.
• Solicits and responds to inquiries related to product research and sales/marketing materials.
• Oversees advisor email inquiries submitted through the Financial Advisor Website and helps with registrations.

Skills

Sales aptitude

Positive attitude

Curiosity

Interpersonal communication

Collaboration

Owner mindset

Judgment

Ambiguity navigation

Education

Undergraduate degree

Job description

Vanguard is hiring an inbound Sales Development Representative in a hybrid setup. The role focuses on engaging financial advisor clients, routing leads to the FAS sales team, and supporting sales executives with administrative tasks.

The position demands strong communication, curiosity about advisor practices, and a proactive, collaborative mindset. The team emphasizes growth, learning, and delivering value through informed interactions across multiple channels.