Inbound Sales Consultant - Pa

Vanguard UK

Base: $60,000-$70,000; bonus/equity: up to $12,500...
Hybrid
Inbound phone sales experience
Advanced financial needs analysis
Strong oral communication skills
The role involves connecting with retail clients through an inbound phone channel to understand their needs and position Vanguard products

Job Summary

  • The role involves connecting with retail clients through an inbound phone channel to understand their needs and position Vanguard products.
  • Employees are expected to identify non-Vanguard assets and conduct advanced needs analysis to win additional business.
  • 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 an inbound phone channel to understand their needs and position Vanguard products.

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 grit
  • Comfort with digital channels

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter