Responsibilities
- Hires, evaluates, and supervises crew. Provides guidance and training as vital to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
- Supports the development of sales related goals. Monitors and communicates progress toward goals and ensures the team is working through partnership with external sales.
- Analyzes Voice of Client, market trends, and opportunities for continuous improvement across the internal sales team. Recommends changes to end-to-end processes to meet changing business needs.
- Assesses the impact of market events or Vanguard initiatives on the training needs of internal sales crew.
- Ensures team develops and maintains relationships with clients in a given market segment.
- Analyzes call statistics and client feedback to triage problems and measure success of the team.
- Resolves the most sophisticated client issues that are raised by implementing systematic solutions and controls. Shares internal partner and client feedback with the team.
- Partners with other departments as necessary to move clients to the next stage of the sales process.
- Participates in special projects and performs other duties as assigned.
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Qualifications
- Five years related work experience. Three years prior internal sales experience preferred. Prior supervisory experience preferred.
- Must have prior sales coaching experience
- Undergraduate degree or equivalent combination of training and experience. Graduate degree or equivalent experience preferred.
- Must have Series 7, 66 and 24 licensing.
- Institutional retirement services experience is helpful
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission-we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.