Inbound Sales Consultant

Vanguard

full-time

Posted on: 8/22/2025

Origin: • 🇺🇸 United States • Arizona, North Carolina, Pennsylvania

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💰 $60,000 - $70,000 per year

Junior

About the role

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

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