Summary

Job Context

---

Job Responsibilities

Connect with retail clients and prospects through an inbound phone channel, engage in a meaningful conversation to understand their needs, and position the Vanguard products and services that they can use to meet their goals and objectives.

Educate clients and prospects on Vanguard’s products and services including financial planning, cash management, and funds/ETFs and position appropriate solutions based upon the uncovered client needs.

Identify investors’ non-Vanguard assets, conduct advanced needs analysis of clients’ financial situation, and provide clients with Vanguard's value proposition to win additional business.

Own the relationship during the sales process. Manage a book of clients and prospects that have not yet committed to Vanguard by engaging them through phone and digital channels to complete the sale.

---

Experience Requirements

• 1 - 2 years

Educational Requirements

• Bachelor/Honors

Skills

• Excellent verbal and writing Skills. Good Research Capability. Ability to work independently or as an active member of a team. Proficient computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) and Google Docs. The individual should be able to multi-task and handle multiple activities at a time The individual should have attention to detail and should be solution oriented  

Age

• 23 - 35 Age

Additional Requirements

---

Compensation & Other Benefits

• - Mobile Bill , Tour , Holidays , Performance Bonus
• - Salary Review: Half Yearly

Work place

• Work At Office

Employment Status

• Full Time

Gender

• Male

Job Location

• United States