Internal Client Consultant (Internal Wholesaler)
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Job Location:
Scottsdale, AZ - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Internal Sales Consultant (Internal Wholesaler)
About the role
As an Internal Wholesaler at Vanguard youll help financial advisors understand how our investment solutions can support their clients longterm goals. You will play a key role in growing a defined territory partnering closely with an External Sales Executive to deepen advisor relationships and drive new business. Your work directly supports Vanguards mission to give investors the best chance for investment success through clarity partnership and a clientfirst mindset.
What youll do
Partner with an External Sales Executive to grow business and strengthen advisor relationships within an assigned territory.
Engage proactively with financial advisors through phone web meetings and email to understand their needs and present Vanguard solutions.
Lead consultative sales conversations that align with advisor goals investment approaches and client priorities.
Coordinate followup actions across sales executives and internal partners; handle mediumcomplexity inquiries from clients and prospects.
Create presentation materials for advisor meetings conferences and internal discussions.
Conduct competitive research on investment products positioning fees and marketing strategies.
Collaborate with teams across Sales Relationship Management Compliance and Operations to support client needs and business growth.
Contribute to special projects and broader strategic initiatives as assigned.
What were looking for
Minimum 2 years of wholesaling experience required.
3 years of related experience preferred.
Undergraduate degree or equivalent combination of training and experience.
Progress toward investmentrelated certifications (such as CFP CFA CIMA or CAIA) preferred.
Strong interest in financial services and consultative sales.
Excellent communication and interpersonal skills with the ability to build rapport and deliver clear value propositions.
Ability to work both independently and collaboratively within a team environment.
Regulatory license or registration (e.g. FINRA state SFC) may be required depending on specific responsibilities.
Training & Career Path
All new hires receive comprehensive training focused on selling the Vanguard way including product knowledge consultative sales techniques and relationshipbuilding skills. After successful completion of the training program and demonstrated performance you may advance to an Internal Sales Consultant role partnering directly with an External Sales Executive to support territory growth.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard we dont just have a missionwere 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.
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.
Required Experience:
Contract
Key Skills
- ISO 27001
- Data Analytics
- Financial Services
- COSO
- Process Improvement
- Accounting
- Visio
- COBIT
- NIST Standards
- SOX
- Internal Audits
- Data Analysis Skills
About Company
Search the latest roles and opportunities at Vanguard. Apply today to join our industry-leading crew.
