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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong sales aptitude and interpersonal communication skills, effectively engaging financial advisors and managing client relationships. Capable of navigating ambiguity while delivering commitments in a fast-paced environment, with a focus on collaboration and decision-making.
Highest-signal resume keywords
Sales AptitudeInterpersonal Communication SkillsClient Relationship ManagementDecision MakingCollaboration with Sales Teams
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Positive AttitudeCuriosityGood JudgmentDrive to Learn and Grow
Certifications & Qualifications
Regulatory License
Industry Keywords
Financial AdvisorsVanguard ProductsSales LeadsMarket KnowledgeSales/Marketing Materials
About the role
Key responsibilities & impact- Handle inbound calls from financial advisors regarding market knowledge, Vanguard products, and competitor products
- Profile prospective clients, discuss suitable Vanguard investments, and pass sales leads to the responsible FAS sales team
- Respond to routine or lower-complexity inquiries from potential and current clients
- Support Internal and External sales executives and the FAS management team with administrative and client follow-up requests
- Solicit and respond to sales executives’ inquiries regarding product research, administrative requests, and sales/marketing materials
- Delegate or respond to advisor email inquiries submitted through the Financial Advisor Website
- Approve or reject registration requests from unknown advisors
- Generate reports for internal-only distribution to the broader FAS Sales desk
- Participate in special projects and perform other assigned duties
Requirements
What you’ll need- Sales aptitude with willingness and ability to engage advisors in varied situations
- Drive and positive attitude with desire to learn and grow
- Curiosity about people, advisor practices, processes, and decision making
- Excellent interpersonal communication skills via phone, web meetings, and email
- Ability to collaborate with sales teams and leadership
- Business owner’s mindset and ability to manage a territory and top clients
- Good judgment and thoughtful decision making
- Ability to navigate ambiguity and deliver commitments in a fast-paced environment
- Two years related work experience preferred
- Undergraduate degree or equivalent combination of training and experience
- Regulatory license and/or registration may be required based on role-specific duties
- Must be able to work without visa sponsorship
Benefits
Comp & perks- Hybrid working model with enhanced flexibility
- In-person learning, collaboration, and connection
- Opportunities to develop sales, relationship management, and stakeholder management skills
- Investment product and industry acumen development
- Persuasion and influencing skills development through client meetings, presentations, and public speaking
- Creative problem solving, strategic thinking, and data analysis experience
- Collaborative and competitive culture