BDR/SDR for lead prospecting at a Microsoft solutions company. Responsible for identifying opportunities and generating qualified meetings for the sales team.
About the role
- Sales Development Representative at Vanguard responding to inquiries from financial advisors. Route opportunities to the FAS sales team while assisting with sales-support activities.
Responsibilities
- Respond to inbound calls from financial advisors with questions about market trends, Vanguard products, and competitor offerings.
- Learn how to profile advisor practices, identify client needs, and discuss appropriate Vanguard investment solutions.
- Route qualified opportunities to the Financial Advisor Services sales team and support the progression of those relationships.
- Partner with internal and external sales executives and FAS leaders by coordinating and executing sales-support activities, including: Direct mail and email outreach, Internal and external marketing campaigns, Creation of customized prospect and client target lists used in the sales process, Tracking and reporting on campaign activity and results.
- Research and respond to requests from sales executives related to client needs, product questions, competitive insights, and sales or marketing materials.
- Collaborate with teams across Vanguard to gather, assemble and deliver information accurately and on time to internal partners and external advisors.
- Participate in outbound call campaigns to engage prospective financial advisors identified through transaction data, registration lists, or other lead sources.
- Contribute to special projects and take on additional responsibilities as you continue to build skills and experience.
Requirements
- Undergraduate degree or an equivalent combination of education and experience.
- FINRA Securities Industry Essentials (SIE) exam required prior to hire.
- Series 7 and Series 63 licenses currently held, or the ability to obtain them within 90 days of hire.
- Strong verbal and written communication skills, with the ability to explain information clearly by phone, email, and web meetings.
- Strong organizational skills and the ability to manage multiple priorities.
- Ability to work independently with limited day-to-day supervision while following established processes.
- Comfort collaborating with partners at different levels across the organization.
- Sound judgment and a thoughtful approach to decision-making in a fast-paced environment.
- Proficiency with Microsoft applications and contact management databases.
Benefits
- N/A
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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