Sales Development Representative
About the role
We are seeking an Inbound Sales Development Representative eager to help us continue to revolutionize the financial advisory industry. Our Financial Advisor Services (FAS) story is one of growth, innovation, and endurance. We adapt when the market changes but never waver in our core belief that financial advice and lower costs result in greater value for investors. We serve advisor clients—Broker-Dealers, RIAs, Banks, Asset Managers, and Insurance Companies—with a consultative approach, providing industry-leading investment products, tools, and resources to ensure consistent, long-term business performance.
What we're looking for
- 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 interacting 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
- Join a high-performing team with a collaborative and competitive culture
Responsibilities
- Handle inbound calls from financial advisors related to general market knowledge, Vanguard product information, and competitor products
- Profile prospective clients, discuss suitable Vanguard investments, and pass sales leads to the responsible FAS sales team when appropriate
- Respond to routine or lower-complexity inquiries from potential and current clients
- Support Internal and External sales executives and FAS management team with administrative and client follow-up requests to maximize external client and prospect engagement
- Solicit and respond to inquiries from sales executives related to client product research, administrative requests, and sales/marketing materials
- Oversee and respond to advisor email inquiries submitted through the Financial Advisor Website
- Approve or reject registration requests from unknown advisors
- Generate various reports for internal-only distribution to the broader FAS Sales desk
- Participate in special projects and perform other duties as assigned
Qualifications
- Two years of related work experience preferred
- Undergraduate degree or equivalent combination of training and experience
- This role requires a regulatory license and/or registration (e.g., FINRA, state, SFC), which will be determined by Compliance based on role-specific duties
Special Factors
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 well-being of our clients. We lead through products and services that transform our clients' lives. 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.