As a Workplace Premier Inbound Consultant, you'll support retirement plan participants during some of the most important moments in their financial journey. Whether they're navigating a life event, making decisions about their workplace retirement plan, or looking for guidance on how to achieve their investing goals, you'll deliver exceptional service and personalized support when it matters most.
Through meaningful conversations, you'll build trust, uncover each participant's unique needs and goals, and connect them with the Vanguard products, services, and solutions that can help them achieve greater financial success.
At Vanguard, you'll help retirement plan participants transform important financial moments into meaningful progress toward their long-term goals.
Responsibilities:
- Create exceptional participant experiences by delivering personalized service and guidance during important life and plan-related events.
- Build trust and deepen relationships by understanding participants' financial goals, retirement readiness, and broader investing needs.
- Recommend Vanguard products, services, and solutions that align with each participant's unique circumstances and long-term objectives.
- Drive positive participant outcomes by helping individuals take action and make informed decisions that strengthen their financial future.
- Collaborate with a team of high-performing sales professionals who are passionate about helping participants achieve investment success.
Qualifications:
- Undergraduate degree or equivalent combination of training and experience.
- Minimum of one-year related work experience. Sales experience preferred.
- Ability to deliver exceptional investor experience.
- Ability to deliver exceptional client relationship management experience.
- Ability to consistently drive strong sales outcomes.
- Ability to manage internal relationships with key business partners to complete the sale.
- Experience and comfort in dealing with ambiguity and ability to apply conceptual thinking.
- Excellent oral and written communication skills.
- Strong problem-solving and time management skills.
- Comfort with phone, web, email and social media channels in which clients engage with Vanguard.
Required regulatory licensing:
- SIE and Series 7 prior to start
- Series 63/65 or 66 (or equivalent designations where eligible), which may be completed after hire
- Compliance will confirm which qualifications apply based on role responsibilities.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Skills Required
- Broad knowledge of Vanguard funds, products, services, and financial markets
- Exceptional client relationship management skills
- Ability to deal with ambiguity and apply conceptual thinking
- Minimum one year of related work experience
- One year of experience as a sales professional
- Series 7 and Series 63 licenses, or ability to obtain them within department guidelines
- Series 65 or Series 66 license, or ability to obtain it within department guidelines
- Undergraduate degree or equivalent combination of training and experience
- Excellent oral and written communication skills
- Excellent problem-solving skills
- Strong time management skills
- Comfort using web, email, and social media channels for client engagement
Vanguard Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
Vanguard Insights
What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
