Inbound Sales Consultant - Nc

Vanguard UK

Base: $60,000-$70,000; bonus/equity: up to $12,500...
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Inbound phone sales experience
Advanced financial needs analysis
Strong oral communication skills
** Vanguard UK is seeking an Inbound Sales Consultant to engage with retail clients through inbound phone channels, providing tailored investment solutions and exceptional sales experiences. The role requires at least one year of sales experience, strong communication skills, and the ability to manage client relationships effectively. **

Job Summary

  • The role involves connecting with retail clients via inbound phone to understand their needs and position Vanguard products.
  • Employees are expected to conduct advanced needs analysis of clients' financial situations to win additional business.
  • Vanguard offers a hybrid working model designed to balance flexibility with in-person collaboration and connection.

Matching Summary

Match Score: 75

** Vanguard UK is seeking an Inbound Sales Consultant to engage with retail clients through inbound phone channels, providing tailored investment solutions and exceptional sales experiences. The role requires at least one year of sales experience, strong communication skills, and the ability to manage client relationships effectively. **

Salary

Base: $60,000-$70,000; Bonus/Equity: Up to $12,500 bonus plus hourly pay; Benefits: Not specified

Skills & Requirements

Must-have

  • Inbound phone sales experience
  • Advanced financial needs analysis
  • Strong oral communication skills

Nice-to-have

  • Contact center experience preferred
  • Growth mindset and learning agility
  • Comfort with digital engagement channels

Key Requirements

  • Undergraduate degree or equivalent training
  • Minimum one-year related work experience
  • SIE license required within 14 days
  • Series 7 and Series 66 licenses required
  • FINRA registration authorization required

Work Rights

Not specified

Tailored Resume

Cover Letter