Role OverviewThis is a high touch, consultative sales role with an assigned book of business. Success in this role is driven by proactive outbound outreach, as Financial Sales Consultants connect with clients and prospects by phone to build relationships, understand financial goals, identify opportunities, and deliver exceptional client experience.
What You Will Do
Conduct discovery conversations, manage a book of business, educate clients about Vanguard solutions, and connect them with specialists or advice professionals when appropriate.
Why It Might Be a Fit
You'll love working here because of work life harmony, professional growth, and an inclusive environment.
Requirements
- Bachelor’s degree or equivalent combination of education and experience
- Five or more years of relevant experience, preferably in financial services, sales, relationship management, wealth management, banking, or consulting
- Experience managing a book of business, working in a highly regulated environment, supporting retention, and identifying growth opportunities
- Demonstrated success managing client relationships, client portfolios, or a sales pipeline
- Strong consultative sales, discovery, communication, relationship management, organization, and time management skills, with experience using CRM systems and Microsoft Office tools
- Knowledge of investment products, wealth management, retirement solutions, and financial services
Benefits
- Comprehensive benefits package
- Performance bonus
- Partnership Plan
- Merit based salary increases
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