Internal Sales Consultant

Responsibilities

• Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory
• Engage proactively with financial advisors through phone, web meetings, and email to understand their needs and present Vanguard solutions
• Lead consultative sales conversations that align with advisor goals, investment approaches, and client priorities
• Coordinate follow-up actions across sales executives and internal partners; handle medium-complexity inquiries from clients and prospects
• Create presentation materials for advisor meetings, conferences, and internal discussions
• Conduct competitive research on investment products, positioning, fees, and marketing strategies
• Collaborate with teams across Sales, Relationship Management, Compliance, and Operations to support client needs and business growth
• Contribute to special projects and broader strategic initiatives as assigned

• Three years related work experience
• Minimum 2 years of wholesaling experience required
• Undergraduate degree or equivalent combination of training and experience
• Progress toward investment-related certifications (such as CFP, CFA, CIMA, or CAIA) preferred
• Strong interest in financial services and consultative sales