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Consultant Relations Sales Executive at Vanguard | JobVerse
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Consultant Relations Sales Executive
Vanguard
Website
LinkedIn
Consultant Relations Sales Executive
Scottsdale, California, United States of America
Full Time
3 weeks ago
Visa Sponsor
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Key skills
Stakeholder Management
Communication
Collaboration
Sales
About this role
Role Overview
Develop and execute strategic territory and consultant engagement plans to drive growth and retention
Build and maintain trusted relationships with senior and executive-level consultants and internal stakeholders
Represent Vanguard’s investment capabilities clearly and credibly through in-person, written, and digital communication
Influence consultant perspectives to support adoption and positioning of Vanguard solutions
Execute targeted prospecting strategies, including meetings, events, and industry conferences
Document and manage opportunities in accordance with established sales processes and compliance standards
Mentor and coach junior sales professionals and internal partners
Monitor market, competitive, and regulatory developments to inform positioning and strategy
Participate in special projects and additional responsibilities as assigned
Requirements
Minimum of 8 years of experience in institutional financial services sales
Strong understanding of the retirement recordkeeping and investment landscape
Demonstrated success developing and executing strategic account plans
Solid investment knowledge and market acumen
Exceptional stakeholder management and influence skills
Ability to travel at least 60%
FINRA Series 6 or 7 and Series 63 licenses (or ability to obtain)
Benefits
Hybrid working model designed for flexibility while enabling in-person learning and collaboration
Apply Now
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