Sales and Relationship Manager
3 weeks ago
We're looking for a talented Sales Consultant to join our team at Vanguard. In this role, you'll connect with retail clients and prospects through an inbound phone channel, engage in meaningful conversations to understand their needs, and position the appropriate Vanguard products and services to meet their goals and objectives.
Key Responsibilities- Educate clients and prospects on Vanguard's products and services, including financial planning, cash management, and funds/ETFs.
- Identify investors' non-Vanguard assets, conduct advanced needs analysis, and provide clients with Vanguard's value proposition.
- Own the relationship during the sales process and manage a book of clients and prospects to complete the sale.
- An undergraduate degree or equivalent combination of training and experience.
- A minimum of one-year related work experience; sales experience is preferred.
- 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.
- Ability to deliver an exceptional investor experience and consistently drive strong sales outcomes.
- Experience and comfort in dealing with ambiguity and applying conceptual thinking.
- Excellent oral and written communication skills and strong problem-solving and time management skills.
- Contact center experience is preferred.
We are Vanguard. Together, we're changing the way the world invests.
We want to make success accessible to everyone. This is our opportunity. Let's make it count.
Vanguard is not offering visa sponsorship for this position.
Salary Range$60,000-$70,000 per year.
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