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Sales Support Consultant

2 months ago

Scottsdale, Arizona, United States Vanguard Group Full time

Sales Consultant at Vanguard

Vanguard is looking for a dedicated Sales Consultant to enhance our team. In this role, you will be instrumental in championing client interests and delivering outstanding service. Become part of our team of committed professionals who prioritize the best outcomes for our clients every day.

  • Assist internal clients and potential customers by addressing their inquiries
  • Inform clients about Vanguard's investment planning services
  • Recognize clients' non-Vanguard investments and suggest suitable solutions
  • Oversee a portfolio of clients and prospects

Qualifications:

  • Bachelor's degree or equivalent professional experience
  • At least two years of relevant work experience
  • Experience in sales is preferred
  • Possession of Series 7 and 63 licenses is mandatory
  • Series 65/66 licenses are a plus
  • Excellent communication and analytical skills
  • Familiarity with digital platforms and social media

About Vanguard:

Vanguard is a leading global investment firm dedicated to transforming the investment landscape. We are committed to purposeful investing and ensuring fair treatment of our clients to foster investment success. Join us in our mission to make investment opportunities accessible to all.

Diversity and Inclusion Statement:

Vanguard champions diversity and inclusion, empowering our employees to leverage their unique strengths to fulfill the company's mission. We believe that a diverse and inclusive workforce fosters enhanced collaboration and innovation.