Field Sales Executive
| Company | Vanguard |
|---|---|
| Location | Pittsburgh, PA, USA, Albany, NY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- Ten years related experience
- Eight years of experience selling to financial advisors
- At least five years of prospecting to corner office financial advisors in Upstate NY required
- FINRA Series 7 & 63
- Undergraduate degree or equivalent combination of training and experience
Responsibilities
- Achieves established sales and retention goals through personal direction of all executive and staff level activities of the sales process
- Supports the largest sales relationships and independently plans and executes for material segments
- Develops a strategic sales plan for a specific territory and/or target client segment
- Effectively presents Vanguard’s investments capabilities and services to prospects, clients, consultants, and industry organizations
- Develops positive relationships with senior and executive management of prospect and client organizations
- Drives results by raising awareness of Vanguard’s investment capabilities and services through targeted prospecting activities
- Implements long term relationship growth strategies for key territory prospects
- Uses expertise of market and competitive environments to help position Vanguard’s services appropriately
- Develops knowledge of regulatory environment and ensures that Vanguard operates in compliance with applicable regulations
- Coaches, collaborates, and provides insight and direction to less experienced sales executives and internal partners
- Participates in special projects and performs other duties as assigned
Preferred Qualifications
- CFA preferred
- Graduate degree is a plus