We are looking for a Sales Support Representative to assist our business to business sales department with outbound calls to customers. Our Sales Support Representatives will be responsible for developing relationships and understanding the company's products and services, while working to ensure that each customer is satisfied with their experience. A successful candidate will have a background in sales and marketing and should be eager to develop effective strategies for gathering information and building strong relationships.

Responsibilities:

• Answer inbound calls to meet the service and trading needs .
• Partner with financial advisors to execute on multiple planning deliverables related to the managed client experience: onboarding, implementing portfolios, rebalancing, and meeting point-in-time monetary needs.
• Ask probing questions to identify client needs and collaborate with financial advisors and other business groups to best meet clients’ service needs.
• Develop and maintain current knowledge of services, and technology, as well as an understanding of current market factors and how they affect Vanguard’s funds and products.
• Participate in special projects and perform other duties as assigned.

What it takes

• Undergraduate degree or equivalent experience is required.
• Interest in financial planning, investment advice, and wealth management
• Ability to successfully pass the SIE, Series 7, and Series 63 (or equivalent licenses) within the time frame described in Vanguard’s FINRA Licensing Policy by utilizing resources and support provided by Vanguard.
• Ability to maintain an understanding of investment planning methodology and plan implementation strategies.
• Learning agility to navigate continuously evolving desktop applications and technology-based advice offers.
• Excellent communications skills (both written and verbal).
• Strong attention to detail; analytical, organizational, and time management skills.
• Confidence speaking directly with clients.

Job Type: Full-time

Pay: $16.00 - $17.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Charleston, SC 29418: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: One location

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