Remote Financial Sales Consultant - Houston

Vanguard; Houston (TX); Remote; USD 55,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits

Quarterly performance bonuses

Partnership Plan

Merit-based salary increases

Job summary

Vanguard is seeking Financial Sales Consultants for remote opportunities available to candidates located in the Houston, Texas area. You will build meaningful client relationships, help clients navigate financial decisions, and connect them with Vanguard products and advice resources that meet their needs.

This is a high-touch, consultative sales role with a book of business. You will conduct discovery conversations by phone, educate clients about Vanguard solutions, and coordinate with

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Three or more years of relevant experience in financial services, sales, relationship management, wealth management, banking, or consulting.

Responsibilities

• Conduct discovery conversations to understand clients’ goals, priorities, life events, outside assets, and unmet needs.
• Manage a book of business through proactive outreach, responsive support, timely follow up, and thoughtful prioritization.
• Educate clients about Vanguard solutions and connect them with specialists or advice professionals when appropriate.
• Use consultative sales skills to deepen relationships, support retention and growth, and guide next steps.
• Coordinate referrals and collaborate across Vanguard to deliver a positive client experience.

Skills

Consultative sales

Discovery

Communication

Relationship management

Organization

Time management

CRM systems

Microsoft Office

Education

Bachelor’s degree or equivalent

Tools

CRM systems

Microsoft Office

Job description

Vanguard is seeking Financial Sales Consultants for remote opportunities available to candidates located in the Houston, Texas area. You will build meaningful client relationships, help clients navigate financial decisions, and connect them with Vanguard products and advice resources that meet their needs.

This is a high-touch, consultative sales role with a book of business. You will conduct discovery conversations by phone, educate clients about Vanguard solutions, and coordinate with