Inbound Sales Consultant - PA

Inbound Sales Consultant - PA

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locations

Malvern, PA

time type

Full time

posted on

Posted 30+ Days Ago

job requisition id

171180

Advance your career and our mission

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. That starts with you. 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. Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community.

What You'll Do:

As an Inbound Sales Consultant, you will be the first point of contact for individuals reaching out to Vanguard- people who are ready to take control of their financial future. You will:

• Promote Vanguard's broad array of products and servicesto prospective and existing clients, helping them discover the value of investing with us.

• Uncover and understand client needs, then match them with the right Vanguard solutions- whether it's retirement planning, brokerage services or investment guidance.

• Collaboratewith a team that is as driven and client obsessed as you are.

Why You'll Love it Here:

• Coaching Culture:You will receive hands-on training, regular feedback, and mentorship from leaders who are invested in your success.

• Fun, Competitive Atmosphere:We celebrate wins, support each other, and bring energy to every interaction. Whether it is team challenges or recognition programs, we make success exciting.

• Mission-Driven Work:At Vanguard, you're not just selling- you are empowering people to build better financial futures.

What it takes:

• Undergraduate degree or equivalent combination of training and experience.

• Minimum of one-year related work experience. Sales experience preferred.

• This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines.

• The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date

• Ability to deliver an exceptional investor experience.

• Ability to deliver an exceptional client relationship management experience.

• Ability to consistently drive strong sales outcomes.

• Ability to manage internal relationships with key business partners to complete the sale.

• Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking.

• Excellent oral and written communication skills.

• Strong problem-solving and time management skills.

• Comfort with phone, web, email and social media channels in which clients engage with Vanguard.

Special Factors

Vanguard is not offering visa sponsorship for this position.

If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations.

Total potential compensation for this role is $74,000-$84,000 ($60,000-70,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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About Us

Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.

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