Sales Development Representative

About the role

As a Sales Development Representative on Vanguard's Financial Advisor Services (FAS) team, you'll play an important role in helping financial advisors deliver better outcomes for their clients-while supporting Vanguard's mission to give investors the best chance for investment success. This role is intentionally designed as an early-career opportunity, ideal for recent graduates or those beginning their careers in financial services who are eager to learn, grow, and build a long-term future at Vanguard. You'll gain broad exposure to our products, markets, and advisor relationships, with a clear path to developing into a wholesaler.

Responsibilities

• Respond to inbound calls from financial advisors with questions about market trends, Vanguard products, and competitor offerings.
• Learn how to profile advisor practices, identify client needs, and discuss appropriate Vanguard investment solutions.
• Route qualified opportunities to the Financial Advisor Services sales team and support the progression of those relationships.
• Partner with internal and external sales executives and FAS leaders by coordinating and executing sales-support activities, including:
• Direct mail and email outreach
• Internal and external marketing campaigns
• Creation of customized prospect and client target lists used in the sales process
• Tracking and reporting on campaign activity and results
• Research and respond to requests from sales executives related to client needs, product questions, competitive insights, and sales or marketing materials.
• Collaborate with teams across Vanguard to gather, assemble, and deliver information accurately and on time to internal partners and external advisors.
• Participate in outbound call campaigns to engage prospective financial advisors identified through transaction data, registration lists, or other lead sources.
• Contribute to special projects and take on additional responsibilities as you continue to build skills and experience.
• What it takes
• Undergraduate degree or an equivalent combination of education and experience.
• FINRA Securities Industry Essentials (SIE) exam required prior to hire.
• Series 7 and Series 63 licenses currently held, or the ability to obtain them within 90 days of hire.
• Strong verbal and written communication skills, with the ability to explain information clearly by phone, email, and web meetings.
• Strong organizational skills and the ability to manage multiple priorities.
• Ability to work independently with limited day-to-day supervision while following established processes.
• Comfort collaborating with partners at different levels across the organization.
• Sound judgment and a thoughtful approach to decision-making in a fast-paced environment.
• Proficiency with Microsoft applications and contact management databases.
• Skills and interests that will help you succeed
• Interest in sales, relationship management, and developing a client-facing career in financial services.
• Curiosity about how financial advisors run their practices and make investment decisions.
• Willingness to learn, ask questions, and continuously build product and market knowledge.
• A collaborative mindset and openness to feedback and coaching.
• Adaptability and comfort navigating new situations as you grow in the role.
• Career development
• This role is part of Vanguard's long-term talent pipeline for client-facing sales careers. Successful Sales Development Representatives gain the foundational skills, licenses, and experience needed to progress into wholesaler roles within Financial Advisor Services.
• Special factors
• Licensing: SIE required pre-hire; Series 7 and Series 63 required (held or obtained within 90 days of hire).
• Work style: This role includes frequent interaction with financial advisors via phone, web meetings, and email, as well as participation in outbound call campaigns.
• 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

Benefits

Additional Information

Sales Development Representative

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