Remote Financial Sales Consultant (Austin Area)

Vanguard Group; Austin (TX); Remote; USD 65,000 - 95,000; Full time

Benefits offered by this job

Performance bonus

Partnership Plan

Merit based salary increases

Comprehensive benefits

Job summary

Vanguard Group in Austin, TX is seeking a Financial Sales Consultant for a remote role within the Austin area. You will build client relationships, assess financial needs, and connect clients with Vanguard resources while following compliance requirements.

The role emphasizes discovery conversations, proactive outreach, and collaboration with Vanguard specialists. Compensation includes base salary plus performance incentives and quarterly bonuses.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Experience in financial services or sales preferred.
• Experience managing a book of business in regulated environments is a plus.
• Strong consultative sales and communication skills.

Responsibilities

• Conduct discovery conversations to understand clients’ goals and needs.
• Manage a book of business with proactive outreach and timely follow-ups.
• Educate clients about Vanguard solutions and connect them with specialists.
• Use consultative sales to deepen relationships and guide next steps.
• Coordinate referrals and collaborate across Vanguard for positive client experiences.

Skills

Consultative sales

Client relationship management

Prospecting / outreach

CRM platforms

Time management

Education

Bachelor’s degree or equivalent combination of education and experience

Tools

Microsoft Office

CRM platforms

Job description

Vanguard Group in Austin, TX is seeking a Financial Sales Consultant for a remote role within the Austin area. You will build client relationships, assess financial needs, and connect clients with Vanguard resources while following compliance requirements.

The role emphasizes discovery conversations, proactive outreach, and collaboration with Vanguard specialists. Compensation includes base salary plus performance incentives and quarterly bonuses.