Financial Sales Consultant
Hybrid · United StatesNo visa sponsorship
Core
Remote Financial Sales Consultant building client relationships and connecting them with Vanguard products and advice resources.
Role type
Senior IC financial sales consultant
Builds
Client relationships and Vanguard product connections
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
consultative sales, discovery, relationship management, book of business management, CRM usage
Preferred skills
wealth management, retirement solutions, regulated environment experience
Technologies
CRM systems, Microsoft Office
Responsibilities
Conduct discovery conversations to understand client goals and needs; Manage a book of business through proactive outreach; Educate clients and connect them with specialists; Coordinate referrals and collaborate across teams.
Seniority
Mid-level, hands-on IC