Customer Acquisition Specialist

7 days ago


Charlotte, North Carolina, United States Vanguard Full time
About the Job
We are seeking a Customer Acquisition Specialist to join our team. As a key member of our sales team, you will be responsible for promoting Vanguard's products and services to prospects and clients. You will uncover and understand client needs and position the appropriate features and benefits of our products and services to grow our business.

In this role, you will connect with retail clients and prospects through an inbound phone channel, engage in meaningful conversations to understand their needs, and position Vanguard's products and services that they can use to meet their goals and objectives. You will also educate clients and prospects on Vanguard's products and services, including financial planning, cash management, and funds/ETFs, and position appropriate solutions based upon uncovered client needs.

The salary range for this position is $60,000-$70,000.

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