Technical Sales Support Manager providing technical sales support for UPL Ag Division products in Iowa. Collaborating closely with the sales team and key influencers to drive demand and improve customer satisfaction.
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
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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