Job Information
Vanguard Sales Executive in Melbourne, Australia
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 and support 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.
Drive own pipeline and panel management to increase sales velocity.
Identify new opportunities and establishes relationships with new Vanguard clients.
Joint management of larger clients who have a preference for predominately virtual servicing with senior sales crew.
Collaborates with other panels on relevant sales opportunities to leverage insights and successes.
Implement sales philosophy, methodology and behaviours 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 environments to help position Vanguard's services appropriately.
Participate in special projects and perform other duties as assigned.
Specialisations that will make an impact:
Undergraduate degree or equivalent combination of training and experience.
Minimum of 5 years client contact or sales experience is preferred.
Completion of RG146.
Experience in web and phone based sales essential.
Proven ability to successfully develop strong working relationships.
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.
Special Factors
Vanguard is not offering visa sponsorship for this position.
Special Factors
- Vanguard is not offering visa sponsorship for this position.
Inclusion Statement
Vanguard’s continued dedication 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.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Recruitment agencies please note: Vacancies are managed by the Vanguard Talent Acquisition Team. Should external recruitment assistance be required, the TA Team will reach out to Vanguard agency partners directly.
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.