Inbound Sales Consultant — Training, Licensing & Growth

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

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.