Small Market Virtual Sales, Senior Specialist

Core 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 to achieve the highest levels of performance in new business development.
• Develop a strategic sales plan to efficiently identify new, quality business relationships and leverage Vanguard capabilities for maximum success.
• Partners with advisor organizations to raise awareness and drive acceptance of Vanguard solutions that will help them achieve their goals.
• Effectively represents Vanguard's investments and services to prospects, clients, and industry organizations in client/prospect meetings, at industry conferences, and via written, verbal and electronic media.
• Leverages vendor partnership to deliver 401k plan solutions to prospective clients.
• Develops strong relationships with senior and executive management of prospect and client organizations. Effectively identifies prospect/client needs and proposes appropriate Vanguard solutions.
• Raises awareness of Vanguard's investments and services through targeted prospecting activities.
• Uses expertise of market and competitive environments to help position Vanguard's services appropriately.
• Participates in special projects and performs other duties as assigned.

• 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). These will be determined by Compliance based on role-specific duties.
• Series 7 and Series 63 required.