Hybrid Inbound Sales Consultant - Financial Growth & Education

Archer; Dallas (TX); Hybrid; USD 60,000 - 70,000; Full time

Job summary

Archer, in partnership with Vanguard, seeks an inbound sales consultant to promote a broad range of Vanguard products to prospects and clients. You’ll learn to uncover client needs, align solutions, and drive early-stage relationship growth with a focus on education and value.

You’ll play a key role in licensing compliance and ongoing coaching, contributing to a mission-driven team that supports long-term financial outcomes for investors.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Minimum of one year of related work experience; sales experience preferred.
• Excellent verbal and written communication skills.
• Demonstrated ability to apply feedback and coaching to improve performance and achieve goals.
• Comfort engaging clients through phone, web, email, and digital communication channels.
• This position requires obtaining regulatory licenses and registrations, including the SIE, Series 7, and Series 66, within department-established timeframes.
• The SIE examination is mandatory and must be completed at least 14 calendar days before your scheduled start date.

Responsibilities

• Build trust-based relationships with prospective and existing clients, helping them explore opportunities to improve their financial future through Vanguard's products and services.
• Discover and understand client goals and needs, then connect them with appropriate solutions, including retirement planning, brokerage services, and investment guidance.
• Deliver an exceptional client experience through consultative conversations focused on education, value, and long-term relationships.
• Collaborate with a high-performing team that is passionate about helping clients succeed.

Skills

Verbal & written communication

Relationship building

Phone & email outreach

Regulatory licensing knowledge

Education

Undergraduate degree or equivalent

Job description

Archer, in partnership with Vanguard, seeks an inbound sales consultant to promote a broad range of Vanguard products to prospects and clients. You’ll learn to uncover client needs, align solutions, and drive early-stage relationship growth with a focus on education and value.

You’ll play a key role in licensing compliance and ongoing coaching, contributing to a mission-driven team that supports long-term financial outcomes for investors.