Experience:
1-3 years of experience
Concerned about your lack of experience? Learn More...
Employment Type:
Full time
Posted:
7/14/2019
Job Category:
Sales
Internal Sales Consultant
(This job is no longer available)
The Vanguard Group, Inc. | Malvern, PA
loading
loading
School
Major
Grad Date
 
 

Not sure what types of jobs you are interested in?


Explore Jobs
Based on Your Education

Follow This Company
Share

Job Description

In this role, you will:

As an Internal Sales Consultant, you'll partner with an External Sales Executive to drive new business development and build relationships in the Broker Dealer and RIA (Registered Investment Advisor) channel within a geographic territory. Our Internal Sales Consultants are influential authorities who dedicatedly ask for clients' business to enable mutually helpful partnerships. This role is best for strategic thinkers who can uncover needs and provide the right solutions.

How you'll spend your days:

As an Internal Sales Consultant, you'll spend your days building, growing, and maintaining advisor relationships by developing a thorough understanding of their business. Asking targeted, high impact questions will allow you to position beneficial Vanguard offerings through consultative sales conversations. You'll raise awareness of Vanguard's investment products and services by delivering key messages through targeted prospecting activities, including cold calls and virtual communications.

Applying your deep knowledge of the capital markets, the investment management industry, and marketplace developments, you'll become a trusted advisor to both clients and prospective clients. You'll help achieve sales goals by engaging with external partners to uncover sales opportunities, position Vanguard products and services, and close new business within the territory.

Developing a thorough understanding of the sales process, you'll move clients and prospects through the process with efficiency and transparency, thus building promoters of Vanguard. During travels with the external partner, you'll participate in face to face meetings with advisors and support the External Sales Executive in the development and execution of a strategic business plan.

Link to Internal Sales video

What it takes:

* Undergraduate degree or equivalent combination of training and experience, including wholesaling experience, is preferred.
* Minimum three years general experience and three years industry/technology. Financial services or wholesaling experience preferred.
* Understanding of, and real passion for the sales process.
* Excellent verbal and written communications skills.
* Excellent interpersonal and follow up skills. Ability to handle multiple responsibilities simultaneously.
* Shown professional presence, poise, and presentation skills.
* High energy, motivated individual, committed to perfection.
* Good working knowledge of PC and MS software. Understanding of CRM systems.

Certifications we are searching for:

* FINRA Series 7 and 63 (or ability to acquire within department guidelines)

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 as outlined by Vanguard's FINRA Licensing Policy. Additionally, prior to moving into this licensed role, you will be asked to provide authorization for Vanguard to conduct a full background check, including criminal, employment/education history, credit and public records search in accordance with the FINRA regulations.

About Vanguard

We are Vanguard. Together, we're changing the way the world invests.

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.

Inclusion Statement

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 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 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 success.

About The Vanguard Group, Inc.

Company Description

In 1975, a small but uniquely structured mutual fund company came into being. More than a quarter-century later, Vanguard is internationally known for exceptional client service and the highest-value products in the industry.

Most investment firms are publicly traded or privately owned. Vanguard is different. We're owned by the Vanguard funds, which are owned by our clients. Helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and no conflicting loyalties, we can keep investing costs as low as possible.

At Vanguard, you'll be part of a culture that calls for doing what is right in every situation, every day.

A Choice of Locations:

  • Amsterdam, The Netherlands
  • Brisbane, Melbourne, Perth, and Sydney, Australia
  • Hong Kong
  • London, England
  • Paris, France
  • Singapore
  • Tokyo, Japan
  • Toronto, Ontario, Canada
  • Valley Forge, Pennsylvania; Charlotte, North Carolina; and Scottsdale, Arizona, United States
  • Zurich, Switzerland

Quick Facts:

  • Corporate headquarters: Valley Forge, Pennsylvania.
  • Founded: May 1, 1975.
  • Total assets: Approximately $1.7 trillion in U.S. mutual funds (as of December 31, 2011).
  • Number of funds: Approximately 170 U.S. funds (including variable annuity portfolios), plus additional funds in international markets.
  • Chairman and CEO: F. William McNabb III.
  • Number of employees (crew): Approximately 13,000 in U.S. and international locations (as of December 31, 2011).

Mission & Values


Our Mission:
Our mission is simple. We aim to help our clients—individuals, institutions, or financial advisors—reach their financial goals by being the world's highest-value provider of investment products and services. We accomplish this by offering a range of investment products, including low-cost mutual funds and exchange-traded funds, as well as investment-related services such as advice, brokerage, and retirement savings programs.

Our Ethics:
We pledge to adhere to the highest standard of ethical behavior and fiduciary responsibility in all that we do. We put our clients' interests first and we invest the majority of our assets alongside theirs. We communicate candidly about risks and costs, as well as rewards.

Our Investment Philosophy:
We believe that investing is a long-term proposition, not a matter of chasing short-term performance or investment fads. By focusing on low costs, diversification, and a long-term perspective, we can help position our clients for long-term investment success.

Working Here

As soon as you start working at Vanguard, you'll learn what's expected of you and what you need to do to achieve results. You'll have access to a wide variety of resources, receive support to help you succeed, and much more.

We continue to be recognized as a leader in the development of our crew. In fact, year after year, we rank high on Training magazine's "Training Top 125" list for our strong commitment to learning and professional career development.

Benefits

Best-in-class health care coverage, a generous retirement and savings plan, and life insurance are all part of the Total Rewards package you'll receive as a crew member—along with your compensation, work-life offerings, and conveniences. Our Total Rewards package is a big reason Vanguard is an employer of choice.