Vanguard Account Growth Specialist
1 week ago
Vanguard is seeking a highly skilled and motivated Senior Internal Sales Consultant to join our team. In this role, you will be responsible for promoting our products and services to Bank Private Wealth Clients, fostering new business opportunities, and driving sales performance.
The ideal candidate will have a strong understanding of the financial services industry, excellent communication and relationship-building skills, and the ability to analyze complex data to identify potential sales opportunities.
This is an exciting opportunity to join a dynamic team and contribute to the success of Vanguard's mission. As a Senior Internal Sales Consultant, you will work closely with External Sales Executives to develop and execute business plans, leveraging market and product knowledge to drive asset growth.
Key Responsibilities:
- Achieve sales and sales activity goals as set by sales leadership
- Develop and execute business plans to generate assets and close new business
- Partner with External Sales Executives to drive sales performance and asset growth
- Conduct needs analysis and position Vanguard's products and services to meet client needs
- Cultivate strong relationships with clients and prospects to drive new business opportunities
Requirements:
- Five years related work experience, preferably in relationship or account management
- Undergraduate degree or equivalent combination of training and experience
- Regulatory license and/or registration (e.g. FINRA, state, SFC)
Compensation: Estimated salary $120,000 - $180,000 per year, depending on location and experience.
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