Financial Sales Consultant
Core
High-touch consultative sales role managing an assigned book of business, conducting discovery conversations, and connecting clients with Vanguard products and advice resources.
Role type
Financial Sales Consultant
Builds
Client relationships and business growth through proactive outreach and referrals
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
consultative sales, discovery, relationship management, organization, time management, CRM systems, Microsoft Office
Preferred skills
financial services sales, wealth management, banking, consulting, managing a book of business, retention, growth opportunities, investment products, retirement solutions
Technologies
CRM systems, Microsoft Office
Responsibilities
Conduct discovery conversations to understand client goals and needs; Manage a book of business through proactive outreach and follow-up; Educate clients about Vanguard solutions; Coordinate referrals and collaborate across teams
Seniority
Mid-level, individual contributor