Senior Small Market Virtual Sales Specialist

Vanguard UK

Hybrid
Strategic selling activities
Electronic and telephone communication
401k plan solutions expertise
The role focuses on building the institutional asset base by generating new business relationships and supporting client asset retention

Job Summary

  • The role focuses on building the institutional asset base by generating new business relationships and supporting client asset retention.
  • Candidates will manage assigned territories to broaden relationships with distributors, advisors, and intermediaries in the Retirement Plan landscape.
  • Vanguard offers a hybrid working model designed to capture flexibility while enabling in-person learning and collaboration.

Matching Summary

The role focuses on building the institutional asset base by generating new business relationships and supporting client asset retention.

Skills & Requirements

Must-have

  • Strategic selling activities
  • Electronic and telephone communication
  • 401k plan solutions expertise

Nice-to-have

  • Leadership and guidance skills
  • Strong relationship building
  • Market competitive environment knowledge

Key Requirements

  • Series 7 and Series 63 licenses required
  • Three to five years financial services experience
  • At least two years of successful institutional sales experience
  • Undergraduate degree or equivalent combination of training and experience
  • Up to 25% travel required

Work Rights

Not specified

Tailored Resume

Cover Letter