Remote Financial Sales Consultant (Miami Area)

Vanguard Group; Miami (FL); A distancia; USD 60.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive benefits

Performance bonus

Partnership Plan

Descripción de la vacante

Vanguard Group is seeking Financial Sales Consultants for remote opportunities available to candidates located in the Miami, Florida area. You will build relationships, guide clients through financial decisions, and connect them with Vanguard resources that meet their needs.

This role emphasizes discovery conversations, proactive outreach, and a strong client focus, with eligibility for performance-based incentive compensation.

Formación

• Bachelor’s degree or equivalent combination of education and experience.
• Three or more years of relevant experience in financial services, sales, or wealth management.
• Experience managing a book of business in a regulated environment and driving growth.

Responsabilidades

• 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.

Conocimientos

Consultative sales

Discovery

Relationship management

CRM usage

Time management

Educación

Bachelor’s degree or equivalent experience

Herramientas

CRM systems

Microsoft Office

Descripción del empleo

Vanguard Group is seeking Financial Sales Consultants for remote opportunities available to candidates located in the Miami, Florida area. You will build relationships, guide clients through financial decisions, and connect them with Vanguard resources that meet their needs.

This role emphasizes discovery conversations, proactive outreach, and a strong client focus, with eligibility for performance-based incentive compensation.