Sales Development Representative for Education creating opportunities and engaging clients in the Spanish market. Conducting research, outreach, and collaboration with internal teams in a hybrid environment.
About the role
- Inbound Sales Development Representative handling inquiries from financial advisors at Vanguard. Assisting sales executives and supporting lead generation with a collaborative and supportive approach.
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.
- Plays key role in supporting the Internal and External sales executives and FAS management team.
- Assists Internal and External sales executives by performing sales support-related activities, including coordination and execution of direct mail/e-mail campaigns, internal and external marketing campaigns, production of customized prospect/client target lists used in sales process, and all tracking of expected results from these campaigns.
- Allows Internal and External sales executives to maximize their time to proactively contact clients and prospects.
- Solicits and responds to inquiries from Internal and External sales executives related to client's general requests, specialized product questions, research competitive information and all sales/marketing materials requests.
- Coordinates all resources within Vanguard to research, assemble, process and deliver requested information.
- Works extensively with internal Vanguard departments to ensure timely delivery of these requests to both FAS personnel and external clients.
- Engages in outbound call campaigns to uncovered financial advisors provided via transaction data, registration lists, or other lead sources.
- Participates in special projects and other assigned duties as needed.
Requirements
- Undergraduate degree or equivalent combination of experience and training.
- Minimum two years’ experience in financial services industry.
- Currently holds Series 7 and 63 licenses, or ability to obtain within 90 days.
- Ability to work independently with little direct supervision.
- Excellent verbal and written communications skills.
- Excellent organizational skills and ability to handle multiple projects simultaneously.
- Ability to interact with all levels of internal and external personnel.
- Excellent interpersonal skills.
- Proficient in computer skills, specifically Microsoft applications, contact management databases, and NICE telephonic systems.
Benefits
- Hybrid working model designed to capture enhanced flexibility while enabling in-person learning, collaboration, and connection
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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