Advance your career and our mission
At Vanguard, serving people is at the heart of our core purpose to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. That starts with you. As a Sales Consultant, you’ll be an advocate for our retail investors and the voice of our organization. You’ll provide an exceptional sales experience and support investors who have chosen or are considering investing with Vanguard. Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community.
What you'll do:
As an Inbound Sales Consultant, you will be the first point of contact for individuals reaching out to Vanguard- people who are ready to take control of their financial future. You will:
- Promote Vanguard's broad array of products and services to prospective and existing clients, helping them discover the value of investing with us.
- Uncover and understand client needs, then match them with the right Vanguard solutions- whether it's retirement planning, brokerage services or investment guidance.
- Collaborate with a team that is as driven and client obsessed as you are.
Why You'll Love it Here:
- Coaching Culture: You will receive hands-on training, regular feedback, and mentorship from leaders who are invested in your success.
- Fun, Competitive Atmosphere: We celebrate wins, support each other, and bring energy to every interaction. Whether it is team challenges or recognition programs, we make success exciting.
- Mission-Driven Work: At Vanguard, you're not just selling- you are empowering people to build better financial futures.
What it takes
- Undergraduate degree or equivalent combination of training and experience.
- Minimum of one-year related work experience. Sales experience preferred.
- 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 deliver an exceptional client relationship management 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, web, email and social media channels in which clients engage with Vanguard.
Special Factors
Vanguard is not offering visa sponsorship for this position.
If you are offered and accept this position, and you do not have the necessary FINRA licenses for the role, then you must obtain the required licenses within the specified period of time. Additionally, if you are not currently registered with FINRA in any capacity, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a credit and criminal check in accordance with the FINRA regulations.
Total potential compensation for this role is $74,000-$84,000 ($60,000-70,000 base salary plus up to a $12,500 bonus and additional hourly pay) within your first year upon obtaining the required licensing and achieving performance standards.
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.
Skills Required
- Undergraduate degree or equivalent experience
- Minimum one year related work experience, sales experience preferred
- Must obtain regulatory licenses (SIE, Series 7, Series 66) within department guidelines
- Excellent oral and written communication skills
- Contact center experience preferred
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
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