Inbound Sales Consultant - PA

Vanguard • Malvern, PA

96d • $60,000 - $75,000

About The Position

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.

Requirements

• Undergraduate degree or equivalent combination of training and experience.
• Minimum of one-year related work experience.
• Sales experience preferred.
• Ability to deliver an exceptional investor experience.
• Ability to consistently drive strong sales outcomes.
• Ability to manage internal relationships with key business partners.
• Experience and comfort in dealing with ambiguity.
• Excellent oral and written communication skills.
• Strong problem-solving and time management skills.
• Comfort with phone and digital channels.

Nice To Haves

• Contact center experience preferred.

Responsibilities

• Connect with retail clients and prospects through an inbound phone channel.
• Engage in meaningful conversations to understand client needs.
• Educate clients and prospects on Vanguard’s products and services.
• Identify investors’ non-Vanguard assets and conduct advanced needs analysis.
• 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 through phone and digital channels.

Benefits

• Salary range of $60,000-$75,000.
• Hybrid working model for enhanced flexibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree