Location: Philadelphia,PA, USA
The Internal Sales Consultant will promote Vanguard's products and services to Bank Private Wealth Clients for the purpose of winning new business as measured by attaining specific sales goals. Partners with External Sales to help drive new business and relationship management within a channel and territory. This Hybrid Role (in office Tues-Wed-Thurs) can be based in either Malvern, PA, or Scottsdale, AZ
Core Responsibilities
* Achieves sales and sales activity goals as set by sales leadership team and drives new business within a channel or territory.
* Asks open questions to prospects and clients. Identifies related investment and service needs based on probing questions and moves clients through the sales process.
* Delivers key messages through targeted prospecting activities. Raises client and prospect awareness of Vanguard's products and services.
* Conducts advanced needs analysis of client's financial circumstances to best position products and services that Vanguard offers based on information shared by the client.
* Identifies client's non-Vanguard assets and shares comparable Vanguard products and services along with Vanguard's value proposition to drive additional business. Utilizes market and product knowledge to highlight advantages and disadvantages of alternative investments.
* Partners with External Sales Executives in the development and execution of business plans to generate assets and close new business within the channel or territory.
* Partners with other departments as necessary to move clients to the next stage of the sales process.
Qualifications
* Five years related work experience. Relationship or account management experience preferred. One year prior internal sales experience preferred.
* Undergraduate degree or equivalent combination of training and experience.
* This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.
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.
Our commitment to diversity, equity, and inclusion
Vanguard's commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse-one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.
Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress-from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.
Together, we're on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care-for our clients, our communities, and each other.
Vanguard's DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report.
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.