Florida Licensed Financial Sales Consultant

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 specialistsRequired qualificationsBachelor'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