Inbound Financial Sales Consultant – Growth & Licensing

Vanguard Group; Farmers Branch (TX); Hybrid; USD 74,000 - 84,000; Full time

Job summary

Vanguard Group in Farmers Branch, Texas, is seeking an Inbound Sales Consultant to be the first point of contact for clients taking the next step in their investing journey. You will build trust-based relationships and connect clients with retirement planning, brokerage services, and investment guidance.

You will deliver consultative conversations focused on education and long-term relationships, while collaborating with a high-performing team.

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 Securities Industry Essentials (SIE), Series 7, and Series 66, within department-established timeframes.
• The Securities Industry Essentials (SIE) examination is a mandatory requirement and must be successfully 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

Sales experience

Communication skills

Coachable

Education

Bachelor's degree or equivalent

Job description

Vanguard Group in Farmers Branch, Texas, is seeking an Inbound Sales Consultant to be the first point of contact for clients taking the next step in their investing journey. You will build trust-based relationships and connect clients with retirement planning, brokerage services, and investment guidance.

You will deliver consultative conversations focused on education and long-term relationships, while collaborating with a high-performing team.