Vanguard
Financial Services
ConsultantRelationsSalesExecutiveWest,VanguardWorkplaceSolutions
“Consultant Relations Sales Executive-West, Vanguard Workplace Solutions at Vanguard. Skills: Consultant relations, Institutional growth, Sales strategy. Develop and execute strategic territory and consultant engagement. Build and maintain trusted relationships with senior and”
What You'll Achieve.
Drive growth and retention; Contribute to sustained sales and retention outcomes
Industry & Context.
Travel at least 60%
What They're Looking For.
Must Have
8 years of experience in institutional financial services sales, Understanding of the retirement recordkeeping and investment landscape, Demonstrated success developing and executing strategic account plans, Solid investment knowledge and market acumen, Exceptional stakeholder management and influence skills, Ability to travel at least 60%, FINRA Series 6 or 7 and Series 63 licenses (or ability to obtain)
What You'll Do.
Develop and execute strategic territory and consultant engagement
Build and maintain trusted relationships with senior and
Represent Vanguard’s investment capabilities clearly and credibly
Influence consultant perspectives to support adoption and positioning
Execute targeted prospecting strategies
Document and manage opportunities in accordance with established
Mentor and coach junior sales professionals and internal
and regulatory developments to inform
Participate in special projects and additional responsibilities
How You'll Work.
Team & Collaboration
Internal stakeholders; Junior sales professionals; Internal partners
Communication Scope
In-person communication; Written communication; Digital communication
Process & Methodology
Strategic plans
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