Achieve sales activity and results primarily through virtual communication (phone/web meetings and webinars). Manages non-complex, transactional business with, 1-2 buying influences and lower FUM levels with Vanguard.
About Vanguard
More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners.
Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. For more than 25 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation
Our team & Opportunity
As part of our Financial Adviser Services (FAS) team, FAS are dedicated to supporting our client’s investment decision making process and connecting them to Vanguard's broad suite of investment products, tools and services. We do this through our experienced team which sits across Regional Sales Executives, Sales Specialists, Adviser Offer, and Sales Enablement
As the Sales Executive, you will identify, build, and develop new business opportunities for Vanguard, as well as the assistance of ongoing retention of key accounts and continue to develops sales skills and product knowledge whilst covering a smaller or less complex prospects and/or accounts independently, additionally, you will assist more senior sales executives and managers with larger and complex prospects and/or accounts.
Duties and Responsibilities
Contribute to the development of panel strategy and activity with panel partners to increase NCF and maintain assets across all intermediary segments based on segmentation model to grow share of wallet.
Promote Vanguard’s portfolio construction philosophy, investment beliefs and products to financial advisers.
Develops pipeline with panel partner and implements and owns pipeline plan to increase sales velocity.
Implements high contact strategy with their panel.
Collaborate with other panels on relevant sales opportunities to leverage insights and successes.
Implement sales philosophy, methodology and behaviors framework to know our clients deeply and increase sales efficiency and effectiveness.
Collaborate with internal stakeholders (i.e., Marketing, ISG, and Product to obtain support to deliver on client requirements.
Partners with senior sales and leaders to develop expertise of the market and competitive environments to help position Vanguard's services appropriately.
Participates in special projects and perform other duties as assigned.
Qualifications
Undergraduate degree or equivalent combination of training and experience.
Minimum of 3years client contact or sales experience is preferred as a Business Development Associate role or similar role.
Completion of RG146.
Experience in web and phone-based sales preferred.
Solid technical and product knowledge fund management offerings. Solid knowledge of the intermediary competitive environment.
Clear, confident and persuasive presentation and communication style.
Excellent verbal and written communication skills
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.
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.
