Inbound Sales Consultant

The Vanguard Group • Charlotte, PA

6d • Hybrid

About The Position

As an Inbound Sales Consultant at Vanguard, you will be the first point of contact for individuals contacting the company who are ready to take the next step in their investing journey. You will act as an advocate for investors and a trusted partner to prospective and existing clients, helping them explore Vanguard products and services and make decisions that support their long-term financial goals. The role involves consultative conversations focused on education, value, and lasting client relationships, as well as collaboration with a high-performing team. Vanguard offers training, coaching, mentorship, and professional development to help employees build financial-services, sales, and relationship-management expertise and meet licensing requirements. The position operates under Vanguard’s hybrid working model. Required regulatory licenses and registrations include the SIE, Series 7, and Series 66, obtained within department-established timeframes. The SIE must be passed at least 14 calendar days before the scheduled start date. Candidates who are not currently FINRA-registered will be asked to authorize credit and criminal background checks as required by FINRA regulations. Vanguard does not offer visa sponsorship for this position. Total potential first-year compensation is $74,000 to $84,000, including a base salary of $60,000 to $70,000, up to a $12,500 licensing bonus, and additional hourly pay opportunities. Compensation depends on completing required licensing and meeting performance expectations.

Requirements

• Undergraduate degree or equivalent combination of training and experience.
• At least one year of related work experience; sales experience is preferred.
• Excellent verbal and written communication skills.
• Ability to apply feedback and coaching to improve performance and achieve goals.
• Comfort engaging clients by phone, web, email, and other digital communication channels.
• Must obtain the SIE, Series 7, and Series 66 licenses and registrations within department-established timeframes.
• Must pass the SIE examination at least 14 calendar days before the scheduled start date.

Nice To Haves

• Demonstrated ability to build strong client relationships and deliver an exceptional investor experience.
• Proven ability to achieve sales goals and drive business results.
• Ability to partner effectively with internal stakeholders to identify and implement client solutions.
• Comfort navigating ambiguity and applying critical thinking to complex situations.
• Strong problem-solving, organization, and time-management skills.
• Sales experience.

Responsibilities

• Build trust-based relationships with prospective and existing clients.
• Discover and understand client goals and needs, then connect clients with appropriate solutions, including retirement planning, brokerage services, and investment guidance.
• Deliver an exceptional client experience through consultative conversations focused on education, value, and long-term relationships.
• Collaborate with a high-performing team to help clients succeed.

Benefits

• Structured training, ongoing feedback, and mentorship.
• Learning and development resources and support for professional milestones, including required licensing.
• Career-growth opportunities, including potential advancement into advanced sales roles and other paths throughout Vanguard.
• Recognition programs and team challenges.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level