Florida Licensed Financial Sales Consultant

Job Summary

Seeking a Florida Licensed Financial Sales Consultant for a full-time remote position who will manage an assigned book of business, conduct discovery conversations to understand clients' financial goals, and connect them with appropriate Vanguard products and services.

Key responsibilities

• Conduct discovery conversations to understand clients' goals and identify opportunities
• Manage a book of business through proactive outreach and timely follow-up
• Educate clients about Vanguard solutions and coordinate referrals to specialists

Required qualifications

• Bachelor's degree or equivalent combination of education and experience
• Three or more years of relevant experience in financial services, sales, or relationship management
• Experience managing a book of business and supporting client retention and growth
• Strong consultative sales skills with proficiency in CRM systems and Microsoft Office tools
• Active SIE and Series 7 licenses required at time of hire; Series 63/65 or 66 required post-hire