# Internal Sales Consultant at Jobtailor in Arizona, United…

> Source: https://confidential.careers/job-detail/internal-sales-consultant-jobtailor-arizona

# Internal Sales Consultant

Jobtailor 

** Arizona, United States ** Full Time ** Sales Jobs ** United States ** New

[Apply Now](https://confidential.careers/go/6837677) ** Save 

## Job Description

### Responsibilities

- 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

### Requirements

- 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

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Posted July 21, 2026