Vanguard has an exciting opportunity for a Workplace Financial Consultant who will manage a sales Book of Business of Workplace and Personal Investor self-directed clients who have sales opportunity and/or external share of wallet propensity. You will drive business growth and add client value by implementing an effective client outreach and book of business strategy. By using your advanced sales skills, you will conduct high touch, targeted prospecting activities, including cold calling and virtual communications. This role collaborates with peers cross-site to help drive individual and team results, experiment with new techniques, and participate in regular group coaching and skill building sessions.
Responsibilities :
Achieves sales and sales activity goals as set by leadership team. Identifies opportunities and moves clients through the sales funnel process.
Drives results and raises awareness of Vanguard’s investment products and services by delivering key messages through virtual meetings, phone calls, targeted mailings and emails.
Successfully manage and grow book of business consisting of self-directed clients and referrals through proactive client outreach strategies.
Builds, grows, and maintains client relationships by developing a thorough understanding of Vanguard's value-added offerings and successfully position these services to clients.
Develops a thorough understanding of the sales process and utilizes it to assist in moving clients and opportunities to the next stage.
Develops strategic mindset when prioritizing and tiering clients. Be able to segment books of business to deliver timely, relevant and personalized value add.
Works well in a team environment with Financial Advisors, Relationship Managers and other team members, including those in shared services functions in the U.S. and other international locations
Assesses the needs of each client by asking targeted, high impact questions and positions the appropriate product and/or service that meet those needs. Asks for the client’s business.
Proactively supports broader corporate initiatives and participates in programs as appropriate.
Participates in special projects and other duties as assigned.
Qualifications:
Three to five years’ related work experience in sales and financial services required. Relationship or account management experience preferred.
Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred.
This job requires a FINRA series 7 & 66 regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
Prior sales experience with outbound cold calling & interacting with HNW retail clients, preferred.
Prior experience in book of business and sales pipeline management.
Knowledge of financial services, investment products/principles and concepts, as well as mutual funds, ETFs and an understanding of capital markets.
Working knowledge of all Microsoft Office software, with a proficiency level in MS Excel preferred.
Qualifications
Undergraduate degree or equivalent combination of training and experience.
Minimum of three years related work experience. Three years experience as phone rep at Vanguard preferred.
Series 7, 63, and 65 (or ability to obtain within department guidelines).
Defined Contribution plan knowledge preferred
Exceptional client relationship management experience and sales consultative skills
Excellent oral and written communication skills.
Excellent problem solving skills.
Entrepreneurial and iterative mindset - comfortable with ambiguity and change
Tenacity to work in an outbound sales environment
Strong time management skills.
Knowledge of MS Office products.
Broad knowledge of Vanguard funds, products and services and markets preferred
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.
...and benefits is over $ 100,000 annually. If youre a licensed insurance sales producer, what are you looking for in a job? Most likely,... ... We are a broker and have over 100 carriers for Home, Auto, Life, Commercial, and other lines of business. Ability to earn...
...Description This is a full-time, outside sales based role for an Entry Level Commercial Energy Brokerage Sales position. We welcome... ...customer needs and preferences Knowledge of the energy industry is a plus Bachelor's degree in a related field is preferred...
Grow your teaching career with Bright Horizons , where you can make a meaningful impact on childrens lives every day. Learn from early education experts while having the opportunity to pursue a CDA or college degree at no cost. Experience this and more as a Bright ...
...The Senior Security Officer is a critical component of Stealth's physical security force operations. This position is ideal for individuals with substantial experience in law enforcement and military services , who seek to apply their skills in a civilian security setting...
...professional career growth. Drive for Results : Supports divisional and strategic objectives through achievement of work goals. How you will work Ability to sit and work at a desk for long periods of time Ability to view screens for long periods of time...