Financial Sales Consultant

Vanguard Job Opportunity

Job description

Promotes Vanguard's products and services to clients by partnering with sales professionals. Applies advanced understanding of products and the market to highlight pros and cons of various investments and highlight the appropriate features, products, and services that Vanguard offers.

Benefits and rewards

At Vanguard, we're on a mission to give clients the best chance for investment success. We're seeking Financial Sales Consultants to build meaningful relationships with clients, help them navigate key financial decisions, and connect them with the right Vanguard products, services, and advice resources to meet their needs.

About the Role

This is a high touch, consultative sales role with an assigned book of business. Success in this role is driven by proactive outbound outreach, as Financial Sales Consultants connect with clients and prospects by phone to build relationships, understand financial goals, identify opportunities, and deliver exceptional client experience. In addition to base salary, Financial Sales Consultants are eligible for performance-based incentive compensation, offering an opportunity to be rewarded for delivering strong client experience and business results.

Financial Sales

At Vanguard, we're on a mission to give clients the best chance for investment success. We're seeking Financial Sales Consultants to build meaningful relationships with clients, help them navigate key financial decisions, and connect them with the right Vanguard products, services, and advice resources to meet their needs.

About the Role

This is a high touch, consultative sales role with an assigned book of business. Success in this role is driven by proactive outbound outreach, as Financial Sales Consultants connect with clients and prospects by phone to build relationships, understand financial goals, identify opportunities, and deliver exceptional client experience. In addition to base salary, Financial Sales Consultants are eligible for performance-based incentive compensation, offering an opportunity to be rewarded for delivering strong client experience and business results.

Financial Sales Consultants do not provide personalized financial advice or create financial plans. Instead, they serve as trusted points of contact who conduct discovery conversations, provide education, identify opportunities, and connect clients with the appropriate Vanguard resources, specialists, or advice professionals when needed.

Responsibilities

• Conduct discovery conversations to understand clients' goals, priorities, life events, outside assets, and unmet needs.

• Manage a book of business through proactive outreach, responsive support, timely follow up, and thoughtful prioritization.

• Educate clients about Vanguard solutions and connect them with specialists or advice professionals when appropriate.

• Use consultative sales skills to deepen relationships, support retention and growth, and guide next steps.

• Coordinate referrals and collaborate across Vanguard to deliver a positive client experience.

• Why You'll Love Working Here

• Work life harmony: Enjoy a balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.

• Professional growth: Benefit from a workplace that prioritizes your professional development.

• Inclusive environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.

• Compensation and Benefits

• Comprehensive benefits: Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall, well-being.

• Performance bonus: We reward your hard work and dedication with opportunities for quarterly performance bonuses.

• Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.

• Merit based salary increases: Your achievements and contributions are recognized through merit-based salary increases.

• To learn more about our benefits, visit: Benefits and rewards | Vanguard careers

Qualifications

• Bachelor's degree or equivalent combination of education and experience.

• Three or more years of relevant experience, preferably in financial services, sales, relationship management, wealth management, banking, or consulting.

• Experience managing a book of business, working in a highly regulated environment, supporting retention, and identifying growth opportunities is also preferred.

• Demonstrated success managing client relationships, client portfolios, or a sales pipeline.

• Strong consultative sales, discovery, communication, relationship management, organization, and time management skills, with experience using CRM systems and Microsoft Office tools.

• Knowledge of investment products, wealth management, retirement solutions, and financial services is preferred.

• Licensing Requirements

• Active SIE and Series 7 required at time of hire

• Active Series 63/65 or 66 required, which may be completed after hire

• Compliance will confirm which qualifications apply based on role responsibilities.

• Why Work at Vanguard

• Join a team where client relationships and professional growth go hand in hand. You'll inherit relationships with clients who have significant financial needs and growth potential, allowing you to focus on long term partnerships rather than cold prospecting.

• Vanguard has implemented a hybrid working model for most of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection across Distribution, Advice, Wealth Management, leadership, and other client facing career paths. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

• Special Factors

• Sponsorship

• Vanguard is not offering visa sponsorship for this position.

• About Vanguard

• At Vanguard, we don't just have a mission—we're on a mission.

• To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

• How We Work

• Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

• Read More

• Our commitment to you

• Vanguard takes the same long-term view of your success—at work and in life—with Benefits and Rewards packages that reflect what you care about, throughout all the phases and stages of your life.

Our Total Rewards programs provide you and your loved ones with wellness support for key areas in your life:

• Financial wellness

• We're committed to enabling your financial success and provide competitive offers and programs.

• Physical wellness

• We're committed to providing benefits that support your physical health and wellness.

• Personal wellness

• We're committed to providing resources that help support the full scope of your life.

• Learn more about our complete benefits and rewards package

• Our commitment to equal employment opportunity

• Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.

• Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform [email protected] if you need assistance completing this application or to otherwise participate in the