We have an exciting opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients. You will drive business growth and add client value by implementing an effective client outreach and book of business strategies.
Requirements
- Probes potential leads to ascertain the extent of the opportunity, obstacles to consolidation at Vanguard, and the depth of interaction required.
- Drives the interaction and identifies needs for investment products and guidance/advice based on consultative dialogue with client.
- Conducts advanced needs analysis of client's financial situation, identifies comparable Vanguard products/services, and provides client with Vanguard's value proposition to win additional business.
- Follows up with client to ensure guidance/advice was received and implemented as appropriate.
- Drives conversion of sales leads generated from internal business partners.
- Educates clients on a variety of topics including Required Minimum Distribution, after-tax contributions, retirement income expectations, non-deductible IRA contributions, beneficiary designation options, tax implications of company stock distributions, and narrows Vanguard fund choices into asset/sub-asset classes.
- Demonstrates leadership among peers and within the department.
- Provides coaching and feedback proactively to peers and broader Concierge Services crew regarding sales interactions.
- Manages and progresses a book of clients and prospects that have not yet committed to the sale.
- Supports external clients/prospects and internal referral partners by responding to questions and requests regarding the asset transfer and rollover process related to the committed sale.
- Participates in special projects and performs other duties as assigned.
Benefits
- 401k Matching
- Retirement Plan
- Generous Paid Time Off
