Vanguard
Financial Services
FinancialConsultant(Sales)
“Financial Consultant (Sales) at Vanguard. Skills: Sales, Client relationship management, Financial guidance. Serve as a Strategic Partner. Engage potential leads”
What You'll Achieve.
Deepen relationships; Uncover opportunity; Help clients get the most out of Vanguard; Consolidate assets; Strengthen long-term relationships
Industry & Context.
Problem-solving abilities
No visa sponsorship
What They're Looking For.
Must Have
Undergraduate degree or equivalent, At least three years of related work, Experience managing a book of business, Consultative sales skills, Excellent communication, Problem-solving abilities, Time-management instincts, Proficiency in MS Office, SIE and Series 7 prior to start, Series 63/65 or 66
Nice to Have
Broad knowledge of Vanguard funds, Knowledge of products, markets, and services
What You'll Do.
Serve as a Strategic Partner
Engage potential leads
Understand client goals and challenges
Identify guidance needs
Expand conversations to uncover deeper needs
Learn about clients’ broader investment landscape
Offer situational guidance
Position managed advice services
Support clients in aligning actions with goals
Position Vanguard thoughtfully
Earn trust and consolidate assets
Strengthen long-term relationships
Serve as a liaison between clients
Ensure client experiences are smooth
Deliver Personalized Value
Drive Growth Through Meaningful Outreach
Conduct advanced financial needs analyses
Match client goals with Vanguard solutions
Use market and product expertise
Help clients evaluate investment options
Understand investment advantages and considerations
Follow through to ensure recommendations are received
Initiate conversations with prospects
Conduct high-touch outreach
Tailor outreach to client readiness
Identify obstacles preventing consolidation
Address client concerns
Guide clients toward clear next steps
Demonstrate leadership by coaching peers
Contribute to best practices
Foster a collaborative environment
Model continuous improvement
Help shape a culture of curiosity
Help shape a culture of growth
Help shape a culture of client-first excellence
Participate in special projects
Participate in pilots
Participate in initiatives
How You'll Work.
Team & Collaboration
Collaborate with peers; Collaborate with advisors; Collaborate with service teams; Collaborate within department
Communication Scope
Verbal communication; Written communication; Interpersonal communication
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