Inbound Sales Consultant - AZ

About the 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.

Responsibilities

• Promote Vanguard's broad array of products and services to prospective and existing clients, helping them discover the value of investing with us.
• Uncover and understand client needs, then match them with the right Vanguard solutions- whether it's retirement planning, brokerage services or investment guidance.
• Collaborate with a team that is as driven and client obsessed as you are.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Minimum of one-year related work experience. Sales experience 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.
• The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date.
• Ability to deliver an exceptional investor experience.
• Ability to deliver an exceptional client relationship management experience.
• Ability to consistently drive strong sales outcomes.
• Ability to manage internal relationships with key business partners to complete the sale.
• Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking.
• Excellent oral and written communication skills.
• Strong problem-solving and time management skills.
• Comfort with phone, web, email, and social media channels in which clients engage with Vanguard.

Skills

• Ability to deliver an exceptional investor experience.
• Ability to deliver an exceptional client relationship management experience.
• Ability to consistently drive strong sales outcomes.
• Ability to manage internal relationships with key business partners to complete the sale.
• Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking.
• Excellent oral and written communication skills.
• Strong problem-solving and time management skills.
• Comfort with phone, web, email, and social media channels in which clients engage with Vanguard.

Benefits

• Total potential compensation for this role is $74,000-$84,000 ($60,000-70,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards.

Schedule

• Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.

Pay

• Total potential compensation for this role is $74,000-$84,000 ($60,000-70,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards.