Inbound Sales Consultant - PA
About The Position
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.
Requirements
- Undergraduate degree or equivalent combination of training and experience.
- Minimum of one-year related work experience.
- 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.
Nice To Haves
- Sales experience preferred.
- Contact center experience preferred.
Responsibilities
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
