Inbound Sales Consultant

The Vanguard Group, Inc.; Neptune (WI); Hybrid; USD 74,000 - 84,000; Full time

Job summary

Vanguard is seeking an Inbound Sales Consultant to help individuals take control of their financial future. In this role you will build trust-based relationships with prospective and existing clients, explore opportunities to improve their financial future, and connect them with retirement planning, brokerage services, and investment guidance.

The position requires obtaining regulatory licenses (SIE, Series 7, Series 66) within specified timelines, and successful completion of licensing

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• At least 1 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 SIE examination must be completed at least 14 calendar days before the 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 communication

Written communication

Sales experience

Client engagement

Licensing readiness

Education

Undergraduate 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

• 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

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.

Sponsorship

Vanguard is not offering visa sponsorship for this position.

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.

About Vanguard

At Vanguard, we don't just have a mission. We're on a mission to improve the long-term financial well-being of our clients. Our purpose drives everything we do, from the products and services we offer to how we support our crew. We invest in our people, encourage continuous learning, and empower one another to do our best work every day.

How We Work Vanguard operates a hybrid working model for the majority of crew members, balancing flexibility with the benefits of in-person collaboration, learning, and connection.

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.

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.