Virtual Sales Executive (Edward Jones Channel)



Virtual Sales Executive (Edward Jones Channel)

The Edward Jones Sales Specialist will work to develop and maintain meaningful client relationships with financial advisors and centers of influence within the Edward Jones Channel. Purpose is to acquire and retain ETF business in specified geographic territory and other products as warranted.

Job Description:

  • Develop, grow, and retain relationships with Edward Jones Advisors through targeted activity. Identify key decision makers and centers of influence to gain market share.
  • Maximize engagements with all levels of EDJ Advisors with an eye towards prioritization of time (qualify/disqualify effectively) and engagement method (face to face/phone/email/virtual/groups etc).
  • Drive results. Consistently achieve goals and execute well thought-out campaigns and strategic territory management. Understand and track key drivers of business.
  • Collaborate with internal and client partners to facilitate/participate in special events, client seminars, and key educational meetings and events to build credibility, provide actionable sales ideas, and establish durable relationships.
  • Deliver key messages that are easily understood by all audiences in a compelling manner that influences and gains commitment/action from others using excellent presentation and selling skills.
  • Demonstrate strong acumen inclusive of: Edward Jones business model, intermediary business, capital markets and investment products and services. Seek to deepen acumen as appropriate.
  • Continuously improve and proactively increase skill and expertise with Vanguard thought leadership and relevant topics, approaches, tools and methods.
  • Lead/participate in other projects/duties as assigned.


Qualifications:

  • Undergraduate degree
  • 2-4 years financial services industry experience
  • FINRA series 7 and 63
  • Superior oral, written, and phone communication skills
  • Self-motivated and driven to excel
  • Travel up to 30%


About Vanguard

We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

Inclusion Statement

Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.


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