Business Development Associate

Vanguard Australia

To take a stand for all investors, treat them fairly, and give them the best chance for investment success.

Since our founding in 1975, helping investors achieve their goals has been our main reason for existence. At Vanguard, we’re built differently. Vanguard is investor-owned, meaning the fund shareholders own the funds, which in turn own Vanguard. When you’re surrounded by people who care about the same things, things tend to fall into place.

With no other parties to answer to and therefore no conflicting loyalties, we make every decision—including keeping investing costs as low as possible—with your needs in mind. Because of our unique structure, your goals align with our goals. Whether you’re investing for your first house, college for your kids, or a comfortable retirement, you can be confident we’re on your side. That’s the value of ownership!

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 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. 
• Develops pipeline with panel partner and implements and owns pipeline plan to increase sales velocity. 
• Implements high contact strategy with their panel. 
• Collaborate 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. 
• Partners with senior sales and leaders to develop expertise of the market and competitive environments to help position Vanguard's services appropriately. 
• Participates in special projects and perform other duties as assigned.

Qualifications 

• Undergraduate degree or equivalent combination of training and experience. 
• Minimum of three 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. 
• 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

• ⭐️

  Sales Pipeline Fulfilment

  Ensure the top of the sales pipeline is adequately filled with quality leads

• ↗️

  Outbound Prospecting

  Generate new sales opportunities and move them through the funnel by drafting outreach messages and sequences, and identifying the needs of customers

• 🏷

  Lead Qualification

  Determine which prospective customers are most likely to purchase the organization's product/service, using a lead specific qualification framework

• 💪🏼

  Resilience

  Bounces back from stressful experiences while being optimistic, emotionally aware, and adapts to change

• 🧩

  Creativity

  Generates multiple innovative/new/novel ideas to solve a problem

• 📊

  Results orientation

  Focuses on outcomes and the steps it takes to achieve them