Vanguard
InboundSalesConsultant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Inbound Sales Consultant at Vanguard. Skills: Sales, Client relations. Promote Vanguard products and services. Uncover client needs”
What You'll Achieve.
Drive sales outcomes
Industry & Context.
Problem-solving
No visa sponsorship
What They're Looking For.
Must Have
Undergraduate degree or equivalent, Minimum of one-year related work experience, Regulatory license and/or registration, Obtain SIE within 14 days, Obtain FINRA licenses, Obtain Series 7, Obtain Series 66, Deliver exceptional investor experience, Deliver exceptional client relationship management, Consistently drive sales outcomes, Manage internal relationships, Deal with ambiguity, Apply conceptual thinking, Excellent oral communication skills, Excellent written communication skills, Problem-solving skills, Time management skills, Comfort with phone channels, Comfort with web channels, Comfort with email channels, Comfort with social media channels
Nice to Have
Sales experience preferred
What You'll Do.
Promote Vanguard products and services
Understand client needs
Match clients with solutions
Collaborate with team
How You'll Work.
Team & Collaboration
Collaborate with team
Communication Scope
Oral communication; Written communication
Full Job Description
**Advance your career and our mission** At Vanguard, serving people is at the heart of our core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. That starts with you. As a Sales Consultant, you’ll be an advocate for our retail investors and the voice of our organization. You’ll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community. **What you 'll do:** As an Inbound Sales Consultant, you will be the first point of contact for individuals reaching out to Vanguard- people who are ready to take control of their financial future. You will: * **Promote Vanguard 's broad array of products and services **to prospective and existing clients, helping them discover the value of investing with us. * **Uncover and understand client needs,** then match them with the right Vanguard solutions- whether it's retirement planning, brokerage services or investment guidance. * **Collaborate** with a team that is as driven and client obsessed as you are. **Why You 'll Love it Here:** * **Coaching Culture:** You will receive hands-on training, regular feedback, and mentorship from leaders who are invested in your success. * **Fun, Competitive Atmosphere:** We celebrate wins, support each other, and bring energy to every interaction. Whether it is team challenges or recognition programs, we make success exciting. * **Mission-Driven Work:** At Vanguard, you're not just selling- you are empowering people to build better financial futures. **What it takes** * Undergraduate degree or equivalent combination of training and experience. * Minimum of one-year related work experience. Sales experience preferred. * This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The S
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