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Internal Sales Manager

Company: Vanguard
Location: Scottsdale
Posted on: November 11, 2019

Job Description:

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 compliance purposes.
  • 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 basis.
  • 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 projections.
  • 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 experience.
    • 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 communication skills.
    • 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 situations.
    • 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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