Inbound Sales Consultant - NC

Vanguard; Charlotte (NC); Hybrid; USD 60,000 - 70,000; Full time

Job summary

Vanguard is seeking an Inbound Sales Consultant in Charlotte, NC. In this role, you will serve as the first point of contact for clients, promoting Vanguard's products and assisting them in achieving their financial goals.

The ideal candidate will have a degree, sales experience, and strong communication skills. This position includes a competitive compensation package ranging from $74,000 to $84,000, including base salary and bonuses.

Qualifications

• Minimum of one year related work experience.
• Regulatory license and/or registration (e.g., FINRA, NASAA) required.
• Ability to manage internal relationships with key business partners.

Responsibilities

• Promote Vanguard's broad array of products and services.
• Understand client needs and match them with Vanguard solutions.
• Collaborate with a driven and client-obsessed team.

Skills

Sales experience

Communication skills

Problem-solving skills

Time-management skills

Education

Undergraduate degree or equivalent

Job description

What You'll Do

As an Inbound Sales Consultant, you will be the first point of contact for individuals reaching out to Vanguard, helping them control their financial future. You will:

• Promote Vanguard's broad array of products and services to prospective and existing clients.
• Uncover and understand client needs and match them with the right Vanguard solutions.
• Collaborate with a team that is driven and client‑obsessed.

Why You'll Love It Here

• Coaching Culture: Receive hands‑on training, regular feedback, and mentorship from leaders.
• Fun, Competitive Atmosphere: Celebrate wins, support each other, and bring energy to every interaction.
• Mission‑Driven Work: Empower 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.
• Regulatory license and/or registration (e.g., FINRA, NASAA). SIE, Series 7, and Series 66 required. SIE to be obtained no later than 14 calendar days before start date.
• Ability to deliver an exceptional investor experience and client relationship management.
• Ability to consistently drive strong sales outcomes.
• Ability to manage internal relationships with key business partners to complete the sale.
• Experience and comfort dealing with ambiguity and applying 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

• Not offering visa sponsorship for this position.

Compensation

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

About Vanguard

Vanguard’s mission is to serve people by providing fair, best‑chance investment success. Our culture emphasizes a hybrid working model, collaboration, and lifelong learning.