Hybrid Senior Broker Dealer Sales Executive – Gulf Coast

Posted 2 months ago

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About the role

  • Senior Broker Dealer Hybrid Sales Executive for Vanguard. Responsible for building relationships with distributors, advisors, and intermediaries in the Gulf Coast area and achieving sales goals.

Responsibilities

  • Generates new relationships and broadens existing relationships with distributors, advisors, and other intermediaries in the Broker Dealer channel
  • Achieves established sales and retention goals
  • Implements a strategic sales plan to identify quality new business relationships
  • Drives sales results by raising awareness of Vanguard's investments, products, and related services
  • Delivers key Vanguard messages through targeted prospecting activities
  • Educates clients on Vanguard product offerings
  • Builds credibility of Vanguard products and services, establishes durable relationships, and generates actionable sales ideas
  • Leverages virtual technology to engage clients and prospects

Requirements

  • Five years related work experience
  • Three years of sales experience required
  • Undergraduate degree or equivalent combination of training and experience
  • Graduate degree preferred
  • Progress towards MBA, CFA, CIM preferred
  • Requires regulatory license and/or registration (e.g. FINRA, state, SFC)

Benefits

  • hybrid working model designed to capture benefits of enhanced flexibility
  • in-person learning opportunities
  • collaboration and connection opportunities

Job title

Senior Broker Dealer Sales Executive – Gulf Coast

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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