Financial Sales Consultant

Tampaonsitemid

Posted today · via Workday

About this role

At Vanguard, we're on a mission to give clients the best chance for investment success. We're seeking Financial Sales Consultants for remote opportunities available to candidates located in the Tampa, Florida area. As a Financial Sales Consultant, you'll build meaningful client relationships, help clients navigate key financial decisions, and connect them with Vanguard products, services, and advice resources that meet their needs. About the Role This is a high touch, consultative sales role with an assigned book of business. Success in this role is driven by proactive outbound outreach, as Financial Sales Consultants connect with clients and prospects by phone to build relationships, understand financial goals, identify opportunities, and deliver exceptional client experience.…

Read the full description on Van Tuyl / Berkshire Hathaway Automotive's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: go, outreach

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Tampa. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

gooutreach

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