Internal Sales Manager
Posted on: November 11, 2019
Build a team that drives investor successAre you ready to lead a
successful team in a forward-thinking, proactive sales environment?
At Vanguard, we?re transforming the finance industry by focusing on
the best interests of investors. The FAS Sales story has been one
of continual evolution since our inception in 2004. Our mission
began with a goal of using traditional index mutual fund
opportunities with advisors, evaluating our marketing approach
along with Vanguard?s ETF thought leadership position, and growing
the FAS Sales Force. As FAS has matured, the mission has expanded
to include focus on earning outstanding client loyalty, growth and
diversity in the business, and protecting the flanks.To learn more
about careers in sales, please watch our video: Vanguard Financial
Advisor Services Sales Careers Video. Make it count.RequirementsIn
this role, you will:
- Manages and coaches exempt-level staff. Provides mentorship,
training and motivation to develop staff. Evaluates and counsel
personnel. Sets performance standards, review performance, provide
regular and ongoing feedback, coordinate disciplinary action and
recommend wage increases in accordance with applicable Human
Resources policies and procedures.
- Assists in the development of sales related goals. Works with
internal sales consultants to monitor and communicate progress
towards goals. Ensures internal sales consultants are working as a
team with their assigned external sales executive(s) to achieve
common territory goals, via partnership with respective external
sales regional manager.
- Monitors internal sales consultant calls for coaching and
- Assists in the development of sales and marketing campaigns.
Manages execution of campaign by training sales associates on
campaign, communicating goals, and monitoring progress towards
goals. Assesses quality and efficiency of campaign execution.
- Analyzes client insights, market trends, and opportunities for
change. Develops and recommends changes to departmental policies,
procedures, and workflows to meet changing business needs.
Initiates and innovates process changes to ensure a high level of
efficiency in terms of quality and productivity.
- Analyzes inbound and outbound call statistics and client
feedback and management reports. Uses available data to monitor
problems and measure success of the team and the business.
- Analyzes and resolves the most complex client issues,
implements detailed solutions and accurate controls, and reviews
internal partner and client feedback. Supports internal wholesalers
in analyzing and resolving client planning issues and developing
solutions. Guides team to strategically identify and improve
opportunities and work within respective service model. Meets or
exceeds sales goals and outbound campaign targets on a consistent
- Participates in development of business planning. Leads all
aspects of the development of call volume forecasts and staffing
models for use in strategic planning. Assesses the direct impact of
market or Vanguard events/initiatives on staffing requirements.
Resolves whether market or Vanguard events have long-lasting
implications that require a strategic solution (e.g., increase
cross-training), or if the impact is short-term, requiring tactical
solution (e.g., additional headcount). Works closely with other
members of management to develop and implement staffing and
operational plans. Develops and implements specific staffing and
training plans based on expected capacity and growth
- Supports the external sales executives by participating in
prospective new client meetings, conference support, preparation
for external meetings, as needed.ImpactCreate success through your
values:Success in Financial Advisor Services means taking a
consultative approach to developing mutually beneficial
partnerships. Our Internal Sales Manager oversees a team of
strategic thinkers who use their in-depth knowledge of the markets,
industry and intermediary businesses to uncover needs and provide
the right solutions. They build trust and, with that, the influence
to get BDs and RIAs to take up their ideas. Show us a determined,
can-do attitude and we?ll help you develop a dynamic career,
offering you professional training and a wide range of experience
to turn your aspirations into real career
progress.QualificationsWhat it takes:
- Undergraduate degree or equivalent of experience and training.
Master's degree or CFP preferred.
- Minimum of five years leadership and/or related
- Currently holds Series 7, 63, and 24 licenses, or ability to
obtain within 90 days.
- Thorough knowledge of Vanguard's funds and services preferred.
Strong knowledge of the competitive environment preferred.
- Exceptional leadership, organizational and interpersonal
skills. Excellent analytical, problem solving, verbal and written
- Strong sales and influence skills. Demonstrated client
relationship management and project management skills.
- Ability to work quickly and independently with attention to
detail and sensitivity to deadlines.
- Proven ability to see opportunities and execute solutions both
strategically and tactically.
- Shown ability to develop innovative solutions to complex client
- Proven ability to successfully develop strong working
relationships with staff and management within Vanguard.Special
FactorsVanguard is not offering visa sponsorship for this
position.About VanguardWe 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 StatementVanguard?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.
Keywords: Vanguard, Phoenix , Internal Sales Manager, Executive , Scottsdale, Arizona
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