Remote Financial Sales Consultant – Tampa Bay

Archer

Tampa (FL)

Remote

USD 70,000 - 110,000

Full time

2 days ago

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Benefits offered by this job

Comprehensive benefits

Performance bonus

Partnership Plan

Merit-based salary increases

Job summary

Archer, in partnership with Vanguard, seeks a Financial Sales Consultant for remote opportunities available to candidates in the Tampa, Florida area. You will manage a book of business, conduct needs discussions, and connect clients with Vanguard resources to meet financial goals.

Responsibilities include proactive outreach, educating clients on Vanguard solutions, and coordinating referrals to drive client outcomes.

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.
Experience managing a book of business and identifying growth opportunities in a regulated environment.

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.