Remote Financial Sales Consultant (Houston Area)

Archer; Houston (TX); Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits

Quarterly performance bonuses

Partnership Plan cash award

Merit-based salary increases

Job summary

Vanguard is seeking Financial Sales Consultants for remote roles available to candidates located in the Houston, Texas area. You will build client relationships, educate clients on Vanguard solutions, and connect them with specialists to meet financial goals.

This high-touch, consultative sales role includes base salary plus performance-based incentive compensation. You’ll collaborate with specialists across Vanguard's retail division and support retention and growth while following regulatory

Qualifications

• Bachelor’s degree or equivalent combination of education and experience.
• 3+ years in financial services sales or related field.
• Experience managing a book of business in a regulated environment.
• Proven success managing client relationships, portfolios, or a sales pipeline.
• Strong consultative sales, discovery, communication, relationship management, and CRM/MS Office experience.
• Knowledge of investment products, wealth management, retirement solutions preferred.

Responsibilities

• Conduct discovery conversations to understand clients’ goals and needs.
• Manage a book of business with proactive outreach and timely follow-up.
• 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 to deliver a positive client experience.

Skills

Consultative sales

Client relationship management

Discovery & needs analysis

CRM systems

Microsoft Office

Communication

Time management

Education

Bachelor’s degree or equivalent combination of education and experience

Tools

CRM systems

Microsoft Office

Job description

Vanguard is seeking Financial Sales Consultants for remote roles available to candidates located in the Houston, Texas area. You will build client relationships, educate clients on Vanguard solutions, and connect them with specialists to meet financial goals.

This high-touch, consultative sales role includes base salary plus performance-based incentive compensation. You’ll collaborate with specialists across Vanguard's retail division and support retention and growth while following regulatory