Senior Workplace Financial Consultant: Growth & Advisory

The Vanguard Group; United States; Híbrido; USD 90.000 - 130.000; Tempo integral

Resumo da vaga

Vanguard seeks a Workplace Financial Consultant, Senior Specialist, to act as a trusted resource for prospective and existing clients, leveraging investment knowledge and sales expertise to connect individuals with Vanguard's products and services.

The role emphasizes proactive outreach, relationship management, and business development to help clients reach long-term investment goals while upholding Vanguard's client-first mission in a hybrid work environment.

Qualificações

• Minimum 3 years' general experience and 3 years' industry/technology.
• Financial services or cold calling experience preferred.
• Series 7, 66, SIE strongly preferred.
• Defined Contribution/Retirement Plan experience helpful.

Responsabilidades

• Achieves sales results and activity goals as set by leadership.
• Identifies opportunities and advances clients through the sales process.
• Delivers Vanguard messages via targeted cold calls and virtual communications.
• Competes with outside providers and demonstrates Vanguard's value to prospective clients.
• Executes the outreach and lead-generation strategy to grow high-value relationships.
• Serves as a role model for new team members and supports corporate initiatives.

Conhecimentos

Sales experience

Relationship building

Cold calling

Consultative selling

Financial markets knowledge

Formação

Undergraduate degree or equivalent

Descrição da vaga

Vanguard seeks a Workplace Financial Consultant, Senior Specialist, to act as a trusted resource for prospective and existing clients, leveraging investment knowledge and sales expertise to connect individuals with Vanguard's products and services.

The role emphasizes proactive outreach, relationship management, and business development to help clients reach long-term investment goals while upholding Vanguard's client-first mission in a hybrid work environment.