Vanguard

Financial Consultant

Vanguard

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • Arizona • North Carolina • United States

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About the role

  • Achieves sales and sales activity goals as set by leadership team
  • Identifies opportunities and moves clients through the sales funnel process
  • Drives results and raises awareness of Vanguard’s investment products and services by delivering key messages through virtual meetings, phone calls, targeted mailings and emails
  • Successfully manage and grow book of business consisting of participants through proactive client outreach strategies
  • Builds, grows, and maintains participant relationships by developing a thorough understanding of Vanguard's value-added offerings and successfully position these services to participants
  • Develops a thorough understanding of the sales process and utilizes it to assist in moving clients and opportunities to the next stage
  • Develops strategic mindset when prioritizing and tiering clients
  • Be able to segment a book of business to deliver timely, relevant and personalized value
  • Works well in a team environment with Financial Advisors, Relationship Managers, Participant Services and other team members
  • Assesses the needs of each participant by asking targeted, high impact questions and positions the appropriate product and/or service that meet those needs
  • Leverages Workplace acumen to build trust with participants (e.g. plan rules, company stock, non-qualified plans (NQPs))
  • Proactively supports broader corporate initiatives and participates in programs as appropriate
  • Participates in special projects and other duties as assigned

Requirements

  • Undergraduate degree or equivalent combination of training and experience
  • Minimum of three years related work experience
  • Three years of experience in the financial services industry preferred
  • This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC): Series 7 and Series 66 (or combination of Series 63 and 65)
  • Minimum of one year of Defined Contribution plan knowledge
  • Exceptional client relationship management experience and sales consultative skills
  • Excellent oral and written communication skills
  • Excellent problem-solving skills
  • Entrepreneurial and iterative mindset - comfortable with ambiguity and change
  • Tenacity to work in an outbound sales environment
  • Strong time management skills
  • Knowledge of MS Office products
  • Broad knowledge of Vanguard funds, products and services and markets preferred
Benefits
  • Health insurance
  • Professional development opportunities
  • Flexible working model
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
sales processclient relationship managementsales consultative skillsDefined Contribution plan knowledgeVanguard fundsVanguard productsVanguard servicesproblem-solving skillstime management
Soft Skills
strategic mindsetteam collaborationentrepreneurial mindsettenacitycommunication skills
Certifications
Series 7Series 66Series 63Series 65