Inbound Sales Consultant - TX

At Vanguard, serving people is at the heart of our core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. As a Sales Consultant, you’ll be an advocate for our retail investors and the voice of our organization. You’ll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard.

Requirements

• Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives.
• Educate clients and prospects on Vanguard’s products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs.
• Identify investors’ non-Vanguard assets, conduct advanced needs analysis of clients’ financial situation, and provide clients with Vanguard's value proposition to win additional business.
• Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale.

Benefits

• Competitive compensation package
• Opportunity for growth and development
• Collaborative and mission-driven culture