Internal Sales Consultant, Specialist

About the role

Promotes Vanguard's products and services to clients for the purpose of winning new business as measured by attaining specific sales goals. Applies understanding of products and the market to highlight pros and cons of various investments and highlight the appropriate features, products, and services that Vanguard offers.

What You’ll Do

• Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory.
• Engage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions.
• Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities.
• Cook up follow-up actions across sales executives and internal partners; handle medium-complexity inquiries from clients and prospects.
• Create presentation materials for advisor meetings, conferences, and internal discussions.
• Conduct competitive research on investment products, positioning, fees, and marketing strategies.
• Collaborate with teams across Sales, Relationship Management, Compliance, and Operations to support client needs and business growth.
• Contribute to special projects and broader strategic initiatives as assigned.

What We’re Looking For

• Three years related work experience.
• Minimum 2 years of wholesaling experience required.
• Undergraduate degree or equivalent combination of training and experience.
• Progress toward investment-related certifications (such as CFP, CFA, CIMA, or CAIA) preferred.
• Strong interest in financial services and consultative sales.
• Excellent communication and interpersonal skills, with the ability to build rapport and deliver clear value propositions.
• Able to work both independently and collaboratively within a team environment.
• Regulatory license or registration (e.g., FINRA, state, SFC) may be required depending on specific responsibilities.

Training & Career Path

• All new hires receive comprehensive training focused on “selling the Vanguard way,” including product knowledge, consultative sales techniques, and relationship-building skills.
• After successful completion of the training program and demonstrated performance, you may advance to an Internal Sales Consultant role, partnering directly with an External Sales Executive to support territory growth.

Special Factors

• Sponsorship: Vanguard is not offering visa sponsorship for this position.

About Vanguard

Vanguard is committed to giving investors the best chance for investment success through clarity, partnership, and a client-first mindset. Our mission drives us forward and inspires us to be our best.

How We Work

• We have 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.
• We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.