Inbound Sales Consultant

Vanguard; Charlotte (NC); On-site; USD 74,000 - 84,000; Full time

Job summary

Vanguard is seeking an Inbound Sales Consultant in the Charlotte area to engage with individuals exploring their investing journey. You will help clients understand retirement, brokerage, and guidance options and connect them with the right solutions. This role emphasizes education, value, and building long-term relationships.

You will be part of a team that values coaching, development, and a path to advanced sales opportunities. Licensing is required, with training and assessment provided.

Qualifications

• Bachelor's degree or equivalent combination of training and experience.
• 1+ year of related work experience; sales experience preferred.
• Excellent verbal and written communication skills.
• Ability to apply feedback and coaching to improve performance.
• Comfort engaging clients through phone, web, email, and digital channels.
• Licensing requirements: SIE, Series 7, Series 66 within timelines.

Responsibilities

• Build trust-based relationships with prospects and clients to explore Vanguard products and services.
• Identify client goals and connect them with appropriate retirement, brokerage, and guidance solutions.
• Deliver an exceptional client experience through consultative conversations focused on education and value.
• Collaborate with a high-performing team to help clients succeed.

Skills

Verbal communication

Written communication

Sales experience

Client engagement

Regulatory licensing readiness

Education

Bachelor's degree or equivalent

Job description

Advance Your Career and Our Mission

At Vanguard, serving people is at the heart of our purpose: to take a stand for all investors, treat them fairly, and give them the best chance for investment success. As an Inbound Sales Consultant, you'll help individuals take control of their financial future while building a rewarding career in financial services. You'll serve as an advocate for investors, a trusted partner for prospective and existing clients, and a key part of Vanguard's mission to help people achieve long-term financial success. If you're motivated by meaningful conversations, enjoy helping people reach their goals, and thrive in a collaborative, results-oriented environment, we'd love to hear from you.

What You'll Do

As an Inbound Sales Consultant, you'll be the first point of contact for individuals reaching out to Vanguard who are ready to take the next step in their investing journey. You will:

• 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.

Why You'll Love It Here

Career Growth: This role offers a strong foundation for building expertise in financial services, sales, and relationship management. You'll gain valuable experience helping clients make important financial decisions while developing skills that can support long-term career growth across Vanguard. High-performing crew members may have opportunities to pursue advanced sales roles and other career paths throughout the organization.

Coaching Culture : You'll receive hands-on training, ongoing feedback, and mentorship from leaders who are invested in your development and success. We believe learning never stops and are committed to helping our crew grow professionally.

Learning and Development: Whether you're new to the financial services industry or looking to expand your expertise, Vanguard provides structured training, resources, and support to help you build your knowledge and achieve important professional milestones, including required licensing.

Fun, Competitive Environment: We celebrate wins, support one another, and bring energy to every interaction. From team challenges to recognition programs, we make success rewarding.

Mission-Driven Work: Every conversation is an opportunity to help someone build a stronger financial future. Here, you're not just discussing financial solutions, you're helping people make decisions that can have a lasting impact on their lives.

Required 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.

Preferred Qualifications

• Demonstrated ability to build strong client relationships and deliver an exceptional investor experience.
• Proven ability to achieve sales goals and drive business results.
• Ability to partner effectively with internal stakeholders to identify and implement client solutions.
• Comfort navigating ambiguity and applying critical thinking to complex situations.
• Strong problem-solving, organization, and time management skills.

Special Factors

If offered and hired into this role, candidates who do not currently hold the required licenses must successfully obtain them within established departmental guidelines.

Candidates who are not currently registered with FINRA will be asked to authorize Vanguard to conduct credit and criminal background checks as required by FINRA regulations.

Compensation

Total potential first-year compensation ranges from $74,000 to $84,000, including:

• Base salary of $60,000 to $70,000
• Up to $12,500 licensing bonus
• Additional hourly pay opportunities

Compensation is contingent upon successful completion of required licensing and achievement of performance expectations.

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 improve the long-term financ