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Vanguard

Investment Sales Consultant

To promote Vanguard's broad array of products and services to prospects and clients for the purpose of winning new business. To uncover and understand prospect and client needs and position the appropriate features and benefits of Vanguard products and services to grow the business. This position encompasses a sales and education component to share knowledge of multiple Vanguard services to existing and prospective clients who have between $150,000 and $1 million in potential assets.

Duties and Responsibilities

  1. Probes potential leads to ascertain the extent of the opportunity, obstacles, and the depth of information required. Drives the interaction and identifies need for guidance/advice based on consultative dialogue with client. Provides required situational guidance/advice, or positions and offers managed advice service consultation. Sets clear expectations and follows up with client to ensure implementation of advice delivered through managed consultation.

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Identifies client's non-Vanguard assets, conducts advanced needs analysis of client's financial situation, identifies comparable Vanguard products/services, and provides client with Vanguard's value proposition to win additional business. Utilizes in-depth market knowledge to provide information on products and services and follows up with clients and prospects that have not committed.

  • Drives conversion of sales leads generated from internal business partners. Initiates contact with clients and prospects considering Vanguard as their financial service provider as appropriate. Ensures execution of specific reason for outreach. Continually broadens conversations with client to identify additional related investment needs and potential need for guidance/advice.

  • Educates clients to develop a comprehensive financial understanding of the prospect's/client's investment goals and by narrowing Vanguard fund choices into asset/sub-asset classes. Educates clients on Vanguard financial planning services, philosophies, rationale, and positions appropriate products and services based upon the uncovered client needs.

  • Manages and progresses a book of clients and prospects that have not yet committed to the sale, understanding client and prospect buying, consolidation, and timing needs. Prioritizes and manages interactions, classifying clients based on the complexity of request and client need.

  • Supports external clients/prospects and internal referral partners by responding to questions and requests regarding the asset transfer and rollover process related to the committed sale. Acts as a partner to money movement specialists and advisors in supporting the client and sales process.

  • Participates in special projects and performs other duties as assigned.
  • Qualifications

    • Broad knowledge of Vanguard funds, products and services and markets expected.
    • Ability to deliver an exceptional client relationship management experience.
    • Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking.
    • Minimum of two years related work experience. Two years experience as sales professional preferred.
    • Series 7/63 (or ability to obtain within department guidelines).
    • Undergraduate degree or equivalent combination of training and experience.
    • Excellent oral and written communication skills.
    • Excellent problem solving skills.
    • Strong time management skills.
    • Comfort with web, email, social media channels in which clients engage with Vanguard.

    Special Factors

    Vanguard is not offering visa sponsorship for this position.

    Job ID: a0363b5870002c21b940b224f334633f
    Employment Type: Other

    Perks and Benefits

    • Health and Wellness

      • FSA
      • HSA
      • Health Reimbursement Account
      • Fitness Subsidies
      • On-Site Gym
      • HSA With Employer Contribution
      • Health Insurance
      • Dental Insurance
      • Vision Insurance
      • Life Insurance
      • Short-Term Disability
      • Long-Term Disability
      • Mental Health Benefits
      • Virtual Fitness Classes
      • Pet Insurance
    • Parental Benefits

      • Non-Birth Parent or Paternity Leave
      • Birth Parent or Maternity Leave
      • Fertility Benefits
      • Adoption Assistance Program
      • Family Support Resources
      • Adoption Leave
    • Work Flexibility

      • Flexible Work Hours
      • Hybrid Work Opportunities
    • Office Life and Perks

      • Company Outings
      • Commuter Benefits Program
      • Casual Dress
      • Happy Hours
      • Snacks
      • Some Meals Provided
      • On-Site Cafeteria
    • Vacation and Time Off

      • Personal/Sick Days
      • Paid Holidays
      • Paid Vacation
      • Volunteer Time Off
      • Leave of Absence
    • Financial and Retirement

      • Relocation Assistance
      • Performance Bonus
      • 401(K) With Company Matching
      • 401(K)
      • Financial Counseling
      • Profit Sharing
    • Professional Development

      • Promote From Within
      • Mentor Program
      • Shadowing Opportunities
      • Access to Online Courses
      • Tuition Reimbursement
      • Internship Program
      • Lunch and Learns
      • Leadership Training Program
    • Diversity and Inclusion

      • Diversity, Equity, and Inclusion Program
      • Employee Resource Groups (ERG)

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