Workplace Financial Consultant, Senior Specialist
Core
Consultative sales role connecting individuals with Vanguard's investment products and services to help them achieve long-term investment goals.
Role type
Senior Specialist Workplace Financial Consultant (Sales)
Builds
Vanguard's investment products and services for prospective and existing clients
Domain
Financial Services / Investment Management
Deliverable
product features
Required skills
sales expertise, relationship management, business development, cold calling, capital markets knowledge, investment management industry knowledge, client needs assessment, strategic outreach, campaign feedback
Preferred skills
Series 7, 66, SIE licenses, Defined Contribution/Retirement Plan experience, financial services experience, cold calling experience
Technologies
virtual communications tools, CRM systems
Responsibilities
Achieve sales results and activity goals, drive awareness of investment products via cold calls and virtual communications, compete with outside competitors to influence client decisions, execute sales and lead generation strategy, set strategy and tactics for the outreach team, develop expertise in capital markets and investment management, assess client needs and position appropriate products, serve as a role model for new team members, support broader corporate initiatives
Seniority
Senior, hands-on IC