Sales Development Representative

The Vanguard Group; Charlotte (NC); Hybrid; USD 50,000 - 80,000; Full time

Job summary

The Vanguard Group is seeking an Inbound Sales Development Representative within our Financial Advisor Services team. This role focuses on engaging financial advisors, handling inbound inquiries, and supporting sales executives to drive the sales process while delivering high-value investment products and resources.

Ideal candidates have strong communication, curiosity, and collaboration skills, with a willingness to learn and grow in a fast-paced, hybrid-work environment that supports long-term

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

Drive and attitude

Curiosity

Interpersonal communication

Collaboration

Business mindset

Judgment

Ambiguity handling

Education

Undergraduate degree

Equivalent training/experience

Job description

Sales Development Representative

The Financial Advisor Services (FAS) story is one of growth, innovation, and endurance. We may adapt when the market changes, but we never waver in our core belief that financial advice and lower costs result in greater value for investors. We’ve gained a loyal following by serving advisor clients (Broker-Dealers, RIAs, Banks, Asset Managers, and Insurance Companies) with a consultative approach that employs industry-leading investment products, tools, and resources to ensure consistent, long-term business performance. We are currently seeking an Inbound Sales Development Representative eager to help us continue to revolutionize the industry.

We are seeking someone with…

• 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

Experiences you’ll gain…

• Develop and refine your sales, relationship management, and stakeholder management skills

• Deepen your investment product and industry acumen expertise

• Improve your persuasion and influencing skills through client meetings, presentations, and public speaking engagements

• Leverage your creative problem solving, strategic thinking, and data analysis skills to create value for our business partners and advisor clients throughout the sales process

• Joining a high-performing team with a collaborative and competitive culture.

Duties and 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.

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.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.