Vanguard · 6 hours ago
Sales Development Representative
Malvern, PA
Full-time
Hybrid
Entry, Mid Level
2+ years expVanguard is a leading investment management company committed to the financial well-being of its clients. They are seeking an Inbound Sales Development Representative to engage financial advisors, support sales executives, and enhance the sales process through effective communication and relationship management.
FinanceFinancial Services
No H1B
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
Qualification
Required
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
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2026-01-20
2025-09-05
2025-03-15
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