Inbound Sales Consultant - Tx

Vanguard UK

Base: $60,000-$70,000; bonus: up to $12,500; total...
Hybrid
Inbound phone sales experience
Financial planning knowledge
Needs analysis skills
The role involves connecting with retail clients through inbound phone channels to understand their needs and position Vanguard products

Job Summary

  • The role involves connecting with retail clients through inbound phone channels to understand their needs and position Vanguard products.
  • Employees are expected to educate clients on financial planning, cash management, and funds while identifying non-Vanguard assets.
  • Vanguard offers a hybrid working model designed to capture the benefits of enhanced flexibility while enabling in-person collaboration.

Matching Summary

The role involves connecting with retail clients through inbound phone channels to understand their needs and position Vanguard products.

Salary

Base: $60,000-$70,000; Bonus: Up to $12,500; Total: $74,000-$84,000

Skills & Requirements

Must-have

  • inbound phone sales experience
  • financial planning knowledge
  • needs analysis skills

Nice-to-have

  • contact center experience preferred
  • growth mindset and grit
  • comfort with digital channels

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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