Job Purpose:
- Are you ready to lead a winning team in a progressive, proactive sales environment?
- This is an exciting opportunity within the FAS Broker Dealer Internal Sales to lead the West Region!
- We are seeking a highly motivated individual with sales experience who is ready to lead a team of Internal Sales Consultants.
Your Responsibilities:
- Manages and coaches exempt-level staff
- Provides guidance, training and motivation to develop staff. Evaluates and counsel personnel
- Sets performance standards, review performance, provide regular and ongoing feedback, administer 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 effectiveness 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 manages 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 systematic solutions and proper 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 maximize 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
- Oversees 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
- Determines 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.
Skills and Qualifications:
- 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 identify opportunities and execute solutions both strategically and tactically
- Proven ability to develop innovative solutions to complex client situations
- Proven ability to successfully develop strong working relationships with staff and management within Vanguard.
Source: for more information click here.