Florida Licensed Financial Consultant
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Job Summary
To support clients in achieving their financial goals, the remote Financial Sales Consultant will promote products and services, conduct needs discussions, and build meaningful relationships while working from home in the Tampa, Florida area.
Key responsibilities
- Conduct thorough needs discussions with clients to understand their financial goals
- Promote Vanguard's products and services to win new business and meet specific sales goals
- Engage in proactive outbound outreach to connect with clients and prospects by phone
Required qualifications
- Florida Financial Consultant license
- Experience in consultative sales or financial services
- Strong understanding of financial products and market trends
- Ability to build and maintain client relationships
- Proven track record of meeting sales targets
Complete Job Description
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