Inbound Sales Consultant

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.

In this role, you will:

• Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives.
• Educate clients and prospects on Vanguard's products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs.
• Identify investors' non-Vanguard assets, conduct advanced needs analysis of clients' financial situation, and provide clients with Vanguard's value proposition to win additional business.
• Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale.

Make success accessible to everyone

Are you passionate about serving others? Then let's step forward together to change the way the world invests. We treat our clients and crew with care and compassion. Combine those values with a growth mindset, grit, determination, and learning agility -- and you could launch a dynamic career. We'll be there to support you as you turn your ambitions into action.

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 SIE, Series 7, and Series 66 are required to be obtained within department guidelines.
• The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date
• Ability to deliver an exceptional investor experience.
• Ability to consistently drive strong sales outcomes.
• Ability to manage internal relationships with key business partners to complete the sale.
• Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking.
• Excellent oral and written communication skills.
• Strong problem-solving and time management skills.
• Comfort with phone and digital channels in which clients engage with Vanguard.
• Contact center experience preferred.

Special Factors

Vanguard is not offering visa sponsorship for this position.

If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations.

The salary range for this position is $60,000-$70,000.

Special Factors

Sponsorship
Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

Client-provided location(s): Scottsdale, AZ, Charlotte, NC, Malvern, PA

Job ID: Vanguard-166054

Employment Type: FULL_TIME

Posted: 2025-03-08T13:15:20