Hybrid Senior Specialist, Small Market Virtual Sales

Posted 3 hours ago

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About the role

  • Senior Specialist in sales driving new business relationships and client engagement for Vanguard. Leading strategic selling activities and providing guidance to sales team members.

Responsibilities

  • Achieves established sales and retention goals through strategic selling activities.
  • Provides leadership and guidance to other sales executives, extended sales team members, and support staff.
  • Develop a strategic sales plan to identify new business relationships.
  • Partners with advisor organizations to drive acceptance of Vanguard solutions.
  • Represents Vanguard's investments and services in various settings.
  • Leverages vendor partnership to deliver 401k plan solutions.
  • Develops strong relationships with senior and executive management of prospect and client organizations.
  • Identifies prospect/client needs and proposes appropriate Vanguard solutions.
  • Raises awareness of Vanguard's investments through targeted prospecting activities.
  • Participates in special projects and performs other duties as assigned.

Requirements

  • Undergraduate degree or equivalent combination of training and experience.
  • Master’s degree and/or Chartered Financial Analyst (CFA) preferred.
  • Three to five years financial services experience with at least two years of successful institutional sales experience preferred.
  • Up to 25% travel is required.
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). Series 7 and Series 63 required.

Benefits

  • Hybrid working model designed for enhanced flexibility, in-person learning, collaboration, and connection.

Job title

Senior Specialist, Small Market Virtual Sales

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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