Financial Sales Consultant

Archer is collaborating with Vanguard to connect them with exceptional professionals for this role. Promotes Vanguard's products and services to clients for the purpose of winning new business as measured by attaining specific sales goals. Applies understanding of products and the market to conduct thorough needs discussions on a client's financial goals, and highlights the appropriate features, products, and services that Vanguard offers.

At Vanguard, we're on a mission to give clients the best chance for investment success. We're seeking Financial Sales Consultants for remote opportunities available to candidates located in the Tampa, Florida area. As a Financial Sales Consultant, you'll build meaningful client relationships, help clients navigate key financial decisions, and connect them with Vanguard products, services, and advice resources that meet their needs.

About

The Role This is a high touch, consultative sales role with an assigned book of business. Success in this role is driven by proactive outbound outreach, as Financial Sales Consultants connect with clients and prospects by phone to build relationships, understand financial goals, identify opportunities, and deliver exceptional client experience. In addition to base salary, Financial Sales Consultants are eligible for performance-based incentive compensation, offering an opportunity to be rewarded for delivering strong client experience and business results.

Responsibilities

• Conduct discovery conversations to understand clients’ goals, priorities, life events, outside assets, and unmet needs.
• Manage a book of business through proactive outreach, responsive support, timely follow up, and thoughtful prioritization.
• Educate clients about Vanguard solutions and connect them with specialists or advice professionals when appropriate.
• Use consultative sales skills to deepen relationships, support retention and growth, and guide next steps.
• Coordinate referrals and collaborate across Vanguard to deliver a positive client experience.

Why You’ll Love Working Here

• Work life harmony:
  Enjoy a balance between your professional and personal life while making a meaningful impact on our clients’ financial well-being.
• Professional growth:
  Benefit from a workplace that prioritizes your professional development.
• Inclusive environment:
  Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.

Compensation And Benefits

• Comprehensive benefits:
  Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall, well-being.
• Performance bonus:
  We reward your hard work and dedication with opportunities for quarterly performance bonuses.
• Partnership Plan:
  Our Partnership Plan is an annual cash award tied to our collective company’s performance and client outcomes. When we succeed together, we all share in the rewards.
• Merit based salary increases:
  Your achievements and contributions are recognized through merit-based salary increases.

To learn more about our benefits, visit:

Benefits and rewards | Vanguard careersQualifications

• Bachelor’s degree or equivalent combination of education and experience.
• Three or more years of relevant experience, preferably in financial services, sales, relationship management, wealth management, banking, or consulting.
• Experience managing a book of business, working in a highly regulated environment, supporting retention, and identifying growth opportunities is also preferred.
• Demonstrated success managing client relationships, client portfolios, or a sales pipeline.
• Strong consultative sales, discovery, communication, relationship management, organization, and time management skills, with experience using CRM systems and Microsoft…