Sales Development Representative

At Financial Advisor Services (FAS), we’ve built a story of growth, innovation, and endurance. While we adapt to market changes, we remain steadfast in our belief that financial advice and lower costs deliver greater value for investors. Our loyal following stems from serving advisor clients—Broker-Dealers, RIAs, Banks, Asset Managers, and Insurance Companies—with a consultative approach that combines industry-leading investment products, tools, and resources to ensure consistent, long-term business performance.

About the role

We’re seeking an Inbound Sales Development Representative to help us continue revolutionizing the industry. This role is ideal for someone with a sales aptitude and the willingness to engage advisors in diverse situations, a drive to learn and grow, and curiosity about people, their practices, and decision-making processes.

Responsibilities

• Handle inbound calls from financial advisors regarding general market knowledge, Vanguard product information, and competitor products.
• Profile prospective clients, discuss suitable Vanguard investments, and pass sales leads to the 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 with administrative and client follow-up requests to maximize external 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 distribution to the broader FAS Sales desk.
• Participate in special projects and perform other duties as assigned.

Experiences You’ll Gain

• Develop and refine sales, relationship management, and stakeholder management skills.
• Deepen your expertise in investment products and industry acumen.
• Improve persuasion and influencing skills through client meetings, presentations, and public speaking.
• Leverage creative problem-solving, strategic thinking, and data analysis to create value for business partners and advisor clients.
• Join a high-performing team with a collaborative and competitive culture.

Requirements

• 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), determined by Compliance based on role-specific duties.

Skills

• Sales aptitude with the ability to engage advisors in a variety of situations.
• Drive and positive attitude, with a desire to learn and grow.
• Curiosity about people, their advisor practices, processes, and decision-making.
• Excellent interpersonal communication skills (phone, web meetings, email).
• Strong collaboration with sales teams and leadership to drive the sales process.
• Business owner’s mindset and creative thinking about territory and client management.
• Demonstrated good judgment and thoughtful decision-making.
• Ability to navigate ambiguity and deliver on commitments in a fast-paced environment.

Special Factors

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, 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 lives, and we strive 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 most crew members, designed to balance flexibility with in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is key to supporting long-term client outcomes and enriching the employee experience.