About this role

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 follow-up actions across sales executives and internal partners; handle medium-complexity 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

Three years related work experience
Minimum 2 years of wholesaling experience required
Undergraduate degree or equivalent combination of training and experience
Progress toward investment-related certifications (such as CFP, CFA, CIMA, or CAIA) preferred
Strong interest in financial services and consultative sales

Internal Sales Consultant

Key skills