Inbound Sales Consultant

Vanguard

. Build trust-based relationships with prospective and existing clients .

Posted 11/3/2026full-timeUnited StatesJunior💰 $60,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client engagement skills through effective communication and consultative conversations, while achieving sales goals and delivering tailored financial solutions. Holds necessary licenses and certifications to provide investment guidance and retirement planning services.

Highest-signal resume keywords

Securities Industry Essentials (SIE) LicenseSeries 7 LicenseSeries 66 LicenseSales ExperienceClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationAbility to Apply FeedbackConsultative SellingCollaboration

Tools & Technologies

Digital Communication ChannelsWeb CommunicationEmail CommunicationPhone Communication

Certifications & Qualifications

Securities Industry Essentials (SIE)Series 7Series 66

Industry Keywords

Retirement PlanningBrokerage ServicesInvestment GuidanceClient ExperienceFINRA Regulations

About the role

Key responsibilities & impact

Build trust-based relationships with prospective and existing clients
Discover and understand client goals and needs
Connect clients with appropriate solutions, including retirement planning, brokerage services, and investment guidance
Deliver an exceptional client experience through consultative conversations focused on education, value, and long-term relationships
Collaborate with a high-performing team to help clients succeed
Achieve sales goals and drive business results
Partner with internal stakeholders to identify and implement client solutions

Requirements

What you’ll need

Undergraduate degree or equivalent combination of training and experience
Minimum of one year of related work experience; sales experience preferred
Excellent verbal and written communication skills
Demonstrated ability to apply feedback and coaching to improve performance and achieve goals
Comfort engaging clients through phone, web, email, and digital communication channels
Must obtain the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses and registrations within department-established timeframes
Must successfully complete the SIE examination at least 14 calendar days before the scheduled start date
Candidates not currently registered with FINRA must authorize credit and criminal background checks as required by FINRA regulations
Vanguard is not offering visa sponsorship for this position

Benefits

Comp & perks

Career growth opportunities and potential advancement to advanced sales roles and other career paths
Hands-on training, ongoing feedback, and mentorship
Structured training, resources, and support for professional development and required licensing
Team challenges and recognition programs
Up to $12,500 licensing bonus
Additional hourly pay opportunities
Hybrid working model with flexibility and in-person learning, collaboration, and connection