Inbound Sales Consultant - PA at Vanguard

Malvern, Pennsylvania, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Finance, InvestmentsIndustries

Requirements

Undergraduate degree or equivalent combination of training and experience
Minimum of one-year related work experience (sales experience preferred)
Regulatory licenses: SIE (mandatory, obtained no later than 14 calendar days before start date), Series 7, and Series 66 (obtained within department guidelines)
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
Contact center experience preferred
No visa sponsorship available; must pass credit and criminal check if not currently FINRA registered

Responsibilities

Connect with retail clients and prospects through inbound phone channel, engage in meaningful conversations to understand needs, and position Vanguard products/services to meet goals
Educate clients and prospects on Vanguard’s products/services (financial planning, cash management, funds/ETFs) and recommend appropriate solutions based on needs
Identify non-Vanguard assets, conduct advanced needs analysis of financial situation, and provide Vanguard’s value proposition to win additional business
Own the relationship during the sales process; manage a book of clients/prospects via phone and digital channels to complete the sale

Skills

Inbound Sales

Phone Sales

Financial Planning

Cash Management

ETFs

Mutual Funds

Needs Analysis

Client Relationship Management

Sales Process

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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