Your Impact:

• Team Development: Coach and mentor a team of tenured sales professionals, helping them refine their sales and book of business management skills.

• Performance Management: Set clear goals and expectations, monitor performance, and provide regular feedback to ensure that each team member is on track to meet and exceed their targets.

• Client Engagement: Oversee the team's interactions with prospects and clients, ensuring that they are connected to our comprehensive suite of financial solutions.

• Strategic Planning: Develop and implement strategies to optimize the team's performance and drive business growth.

• Cross-Site Collaboration: Foster a collaborative environment across different sites, promoting teamwork and knowledge sharing.

• Training and Onboarding: Lead the onboarding process for new apprentices, ensuring they are well-prepared and equipped to succeed.

• Problem Solving: Identify and resolve issues that arise within the team, ensuring smooth operations and high client satisfaction.

• Innovation: Encourage creative thinking and innovative approaches to outreach and client engagement.

We seek a leader who possesses the following qualities and experiences:

• Strong Sales Leadership: Proven experience in leading and managing sales teams, with a track record of achieving and exceeding performance goals.

• Mentoring and Coaching: A passion for developing and mentoring team members, helping them reach their full potential.

• Client-Centric Approach: A deep understanding of client needs and the ability to ensure that every interaction is value-oriented and tailored to their specific situation.

• Competitive and Entrepreneurial Spirit: Thrive in a dynamic and challenging environment, fostering a competitive and entrepreneurial culture within the team.

• Problem-Solving Skills: Strong analytical and problem-solving abilities to address and resolve issues effectively.

• Innovative and Creative Thinking: The capacity to think outside the box and implement new strategies to enhance team performance and client engagement.

• Executive Presence: Excellent communication skills, sound judgment, and the ability to serve as a role model for the team.

 

Responsibilities

• Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures.

• Oversees the execution of the sales and lead generation strategy for Retail, with a particular focus on attracting new high value and high net worth clients and generating advisor consultations among existing clients with an expressed interest in Personal Advisor Services (PAS).

• Develops a culture of ever present coaching: is a student and teacher in the art of sales.  Provides frequent and ongoing coaching of sales competencies and independent thinking skills to develop and grow their team to achieve specific business results.  Recognizes special skills, highlights best in class abilities, provides analysis/feedback and suggest improvement to staff.  Monitors sales crew inbound/outbound calls for coaching purposes.

• Personally participates in the sales process.  Expected to model the desired behaviors, activities and results. May need to interact with clients in specific scenarios where manager is necessary.

• Assists in the development of business and sales related goals.  Works with peers and sales professionals to monitor and communicate progress towards goals.  Develops close working relationships with all appropriate internal partner groups.  Drives team to convert inbound/outbound sales leads in order to achieve results.

• Recognizes VOC, market trends, competitive offerings and opportunities for improvement.  Develops and recommends changes to departmental policies, procedures and workflows to meet changing business needs.  

• Guides team to maximize opportunities and support the consultative sales model.  Analyzes and resolves the most complex client issues, and reviews internal partner and client feedback.

• Participates in special projects and performs other duties as assigned.

 

Qualifications

• Minimum of five years related work experience. Previous people leadership experience preferred.

• Prior experience in sales and business development organization preferred. 

• Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.

• Licenses required for the role: Series 7, 66, and 24. It is strongly preferred that applicants currently hold these licenses.

• Experience leading front-line crew.

• Sales management experience preferred.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.