Vanguard · 2 months ago
Inbound Sales Consultant - TX
Dallas, TX
Full-time
Hybrid
Entry Level
$60K/yr - $75K/yr
1+ years expVanguard is dedicated to serving investors and providing them with the best chance for investment success. As an Inbound Sales Consultant, you will connect with retail clients, educate them on Vanguard's products, and manage relationships to drive sales outcomes. This role is essential in advocating for investors and ensuring they receive exceptional service.
FinanceFinancial Services
No H1B
Responsibilities
Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives
Educate clients and prospects on Vanguard’s products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs
Identify investors’ non-Vanguard assets, conduct advanced needs analysis of clients’ financial situation, and provide clients with Vanguard's value proposition to win additional business
Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale
Qualification
Required
Undergraduate degree or equivalent combination of training and experience
Minimum of one-year related work experience
This job requires a regulatory license and/or registration (e.g. FINRA, NASAA). The SIE, Series 7, and Series 66 are required to be obtained within department guidelines
The SIE is a mandatory requirement of the job and must be obtained no later than 14 calendar days before identified start date
Ability to deliver an exceptional investor experience
Ability to consistently drive strong sales outcomes
Ability to manage internal relationships with key business partners to complete the sale
Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking
Excellent oral and written communication skills
Strong problem-solving and time management skills
Comfort with phone and digital channels in which clients engage with Vanguard
Preferred
Sales experience preferred
Contact center experience preferred
Company
Vanguard
Check is a client-owned investment company that offers low-cost mutual funds, ETFs, advice, and related services.
Founded in 1975Kelayres, Pennsylvania, USA
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
ic@3401
2017-03-31Non Equity Assistance
Leadership Team
Salim Ramji
Chief Executive Officer
Andrew Maack
Principal, Head of US Equity Index Portfolio Management
Recent News
2026-01-20
2025-09-05
2025-03-15
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