Inbound Sales Consultant

About the role

Archer is collaborating with Vanguard to connect them with exceptional professionals for this role. To promote Vanguard's broad array of products and services to prospects and clients for the purpose of winning new business. To uncover and understand prospect and client needs and position the appropriate features and benefits of Vanguard products and services to grow the business. This position encompasses a sales and education component to share knowledge of multiple Vanguard services to existing and prospective clients who have between $150,000 and $1 million in potential assets.

At Vanguard, serving people is at the heart of our purpose: to take a stand for all investors, treat them fairly, and give them the best chance for investment success. As an Inbound Sales Consultant, you'll help individuals take control of their financial future while building a rewarding career in financial services. You'll serve as an advocate for investors, a trusted partner for prospective and existing clients, and a key part of Vanguard's mission to help people achieve long-term financial success. If you're motivated by meaningful conversations, enjoy helping people reach their goals, and thrive in a collaborative, results-oriented environment, we'd love to hear from you.

Responsibilities

• Build trust-based relationships with prospective and existing clients, helping them explore opportunities to improve their financial future through Vanguard's products and services.
• Discover and understand client goals and needs, then connect them 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 that is passionate about helping clients succeed.

Benefits

• Career Growth: This role offers a strong foundation for building expertise in financial services, sales, and relationship management. You'll gain valuable experience helping clients make important financial decisions while developing skills that can support long-term career growth across Vanguard. High-performing crew members may have opportunities to pursue advanced sales roles and other career paths throughout the organization.