Inbound Sales Consultant - TX

About the role

As an Inbound Sales Consultant, you will be the first point of contact for individuals reaching out to Vanguard. You will promote Vanguard's broad array of products and services, uncover and understand client needs, and match them with the right Vanguard solutions.

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.

Requirements

• 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.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• One-year related work experience. Sales experience preferred.
• Required licenses: SIE, Series 7, and Series 66.
• 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

• Competitive offers and programs for financial wellness.
• Exposure to various facets of technology and strategic thinking through the Technology Leadership Program.
• Continuous learning opportunities and access to cutting-edge technology.

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.

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.

Company Information

Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.