Retail Sales Consultant - Charlotte, United States - Vanguard Group

Description

A Message About COVID-19 Vanguard remains committed to hiring for key roles in our organization. Our HR and Recruiting Teams are dedicated to providing you with support during the application, interview, and onboarding processes throughout which we will leverage a variety of digital and virtual tools. We appreciate your flexibility and understanding during this time. If there isnt a role listed on our careers site in your area of interest, please join our Talent Community so that our recruiters can contact you when we have a role that might be of interest. LocationCharlotte, NC, US

**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, youll be an advocate for our clients and the voice of our organization. Youll 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 that community.

**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

**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, youll be an advocate for our clients and the voice of our organization. Youll 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 that community.

**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**

**What it takes**

Undergraduate degree or equivalent combination of training and experience.

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 department guidelines.

Broad knowledge of Vanguard funds, products and services and markets expected.

Ability to deliver an exceptional client relationship management experience.

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.

**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.

**About Vanguard**

We are Vanguard. Together, were changing the way the world invests.

For us, investing doesnt 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 thats how weve 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. Lets make it count.

**Inclusion Statement**

Vanguards 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 thing.

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 Vanguards 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 success.

**Future of Work**

During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.

**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, youll be an advocate for our clients and the voice of our organization. Youll 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 that community.

**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

**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, youll be an advocate for our clients and the voice of our organization. Youll provide exemplary servi