As the Sales Executive, you will identify, build, and develop new business opportunities for Vanguard, as well as assist in the ongoing retention of key accounts and continue to develop sales skills and product knowledge while covering smaller or less complex prospects and accounts independently. Additionally, you will assist more senior sales executives and managers with larger and complex prospects and 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.
Develop pipeline with panel partner and implement and own pipeline plan to increase sales velocity.
Implement 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.
Partner with senior sales and leaders to develop expertise of the market and competitive settings to help position Vanguard's services appropriately.
Participate in special projects and perform other duties as assigned.
Qualifications
Undergraduate degree or equivalent combination of training and experience.
Minimum of 3 years 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 of fund management offerings, and solid knowledge of the intermediary competitive workplace.
Explicit, confident and persuasive presentation and communication style.
Excellent verbal and written communication skills.
J-18808-Ljbffr
📌 Business Development Specialist Melbourne
🏢 Vanguard Australia
📍 Melbourne
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