Retail Sales Consultant - NC 2021
Posted on: November 21, 2020
Advance your career and our mission
At Vanguard, serving people is at the heart of our purpose. That
starts with you. As a Sales Consultant, you'll be an advocate for
our clients and the voice of our organization. You'll provide
exemplary service and support to like-minded 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 shareholders every day. This is your opportunity to be part of
In this role, you will:
* Support internal clients and prospects by responding to questions
to ascertain the extent of the opportunity, obstacles, and the
depth of information required.
* Educate clients on Vanguard financial planning services,
philosophies, rationale, and position appropriate products and
services based upon the uncovered client needs.
* Identify client's non-Vanguard assets, conduct advanced needs
analysis of client's financial situation and provide clients with
Vanguard's value proposition to win additional business.
* Manage and progress a book of clients and prospects that have not
yet committed to the sale, understanding client and prospect
buying, consolidation, and timing needs.
Make success accessible to everyone
Are you passionate about serving others? Then let's step forward
together to change the way the world invests. We treat our clients
and crew with care and compassion. Combine those values with a
growth mindset, grit, determination, and learning agility -- and
you could launch a dynamic career. We'll be there to support you as
you turn your ambitions into action.
What it takes
* Undergraduate degree or equivalent combination of training and
* Minimum of two years related work experience. Two years'
experience as a sales professional preferred
* This job requires a regulatory license and/or registration (e.g.
FINRA, state, SFC). Series 7, 63 required
* Series 65/66 is strongly preferred or to be obtained within
* Broad knowledge of Vanguard funds, products and services and
* Ability to deliver an exceptional client relationship management
* Experience and comfort in dealing with ambiguity and ability to
apply conceptual thinking.
* Excellent oral and written communication skills.
* Excellent problem solving skills.
* Strong time management skills.
* Comfort with web, email, social media channels in which clients
engage with Vanguard.
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.
We are Vanguard. Together, we're changing the way the world
For us, investing doesn't just end in value. It starts with values.
Because when you invest with courage, when you invest with clarity,
and when you invest with care, you can get so much more in return.
We invest with purpose - and that's how we've become a global
market leader. Here, we grow by doing the right thing for the
people we serve. And so can you.
We want to make success accessible to everyone. This is our
opportunity. Let's make it count.
Vanguard's continued commitment to diversity and inclusion is
firmly rooted in our culture. Every decision we make to best serve
our clients, crew (internally employees are referred to as crew),
and communities is guided by one simple statement: "Do the right
We believe that a critical aspect of doing the right thing requires
building diverse, inclusive, and highly effective teams of
individuals who are as unique as the clients they serve. We empower
our crew to contribute their distinct strengths to achieving
Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to
collaborate and innovate is amplified, and we are united in
delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them
fairly, and to give them the best chance for investment
Keywords: Vanguard, Charlotte , Retail Sales Consultant - NC 2021, Hospitality & Tourism , Charlotte, North Carolina
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