Remote Financial Sales Consultant (Austin Area)

Archer; Austin (TX); Remote; USD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive benefits

Quarterly performance bonuses

Partnership Plan – annual cash award

Merit-based salary increases

Job summary

Vanguard is seeking Financial Sales Consultants for remote opportunities available to candidates located in the Austin, Texas area. You will build meaningful client relationships and guide clients to Vanguard products and services that meet their goals.

This high-touch, consultative sales role offers base salary plus performance-based incentives. You’ll work with specialists across Vanguard's retail division, serving as a trusted contact and connecting clients to the appropriate resources.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Three or more years of relevant experience in financial services, sales, or relationship management.
• Experience managing a book of business in a regulated environment preferred.
• Strong consultative sales, discovery, communication and CRM skills.

Responsibilities

• Conduct discovery conversations to understand client goals and unmet needs.
• Manage a book of business with proactive outreach and follow-up.
• Educate clients about Vanguard solutions and connect with specialists when needed.
• Use consultative sales skills to deepen relationships and drive growth.
• Coordinate referrals and collaborate across Vanguard for a positive client experience.

Skills

Consultative sales

CRM experience

Client relationship mgmt

Prospecting

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

Job description

Vanguard is seeking Financial Sales Consultants for remote opportunities available to candidates located in the Austin, Texas area. You will build meaningful client relationships and guide clients to Vanguard products and services that meet their goals.

This high-touch, consultative sales role offers base salary plus performance-based incentives. You’ll work with specialists across Vanguard's retail division, serving as a trusted contact and connecting clients to the appropriate resources.