Financial Consultant (sales)

Vanguard UK

Multiple Locations, United Kingdom
**
Consultative sales approach
Client relationship management
Financial needs analysis
** Vanguard UK is seeking a Financial Consultant to empower clients in achieving their financial goals through strategic sales and relationship-building. The role emphasizes consultative skills and requires experience in managing a book of business within the financial services sector. **

Job Summary

  • Serve as a trusted partner to your book of business, empowering clients toward their financial futures.
  • Expand conversations to uncover deeper financial needs and position Vanguard products and services.
  • Demonstrate leadership by coaching peers and contributing to best practices within the department.

Matching Summary

Match Score: 75

** Vanguard UK is seeking a Financial Consultant to empower clients in achieving their financial goals through strategic sales and relationship-building. The role emphasizes consultative skills and requires experience in managing a book of business within the financial services sector. **

Skills & Requirements

Must-have

  • Consultative sales approach
  • Client relationship management
  • Financial needs analysis
  • Vanguard product positioning

Nice-to-have

  • Peer coaching and collaboration
  • Purpose-driven work environment
  • Continuous learning and growth

Key Requirements

  • 3 years of related work experience
  • Experience managing a book of business
  • SIE and Series 7 licenses
  • Series 63/65 or 66 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter