Internal Sales Consultant

The Vanguard Group•Scottsdale, PA

18h•Hybrid

About The Position

Vanguard Workplace Solutions (VWS) helps millions of workers achieve investment success in employer-sponsored retirement plans. VWS is the number one (#1) retirement asset manager in the United States, with 23% of defined contribution assets. We provide investment products, recordkeeping services, and advice to help participants achieve their retirement outcomes. With over $2T assets under management, 1300 employers across the United States, and 20 million investors (6M recordkeeping and 14 million investment-only investors), we are large enough to provide best-in-class retirement expertise, yet we are nimble enough to provide hands-on specialized service to our plan sponsors, consultants, and retirement plan participants. As an Internal Sales Consultant, you’ll be the engine behind our sales strategy - partnering closely with Key Account Directors to engage consultants, develop firm-level strategies, and win new business. You’ll be the go-to resource for Directors and consultants, helping to position our offer, products, and services with precision and insight. Drive Growth with Purpose: Partner with Directors to strategically develop and drive new Recordkeeping and Investment business. Manage Complexity with Clarity: Serve as a strategic partner, aligning long-term plans with evolving business needs. Build Relationships: Cultivate deep connections with your Key Account team, business partners, and consultants, to deliver value. Collaborate Across Teams: Work with teams across Workplace Solutions, Financial Advisor Services, Investment Management, and others to deliver a seamless experience and a compelling offer. Support Strategic Growth: Influence Vanguard’s competitive positioning by understanding consultant dynamics at the individual, field, and home office level. Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community.

Requirements

Undergraduate degree or an equivalent combination of education and experience.
Minimum five years general experience or five years industry with some experience working with defined contribution plans preferred
Strong knowledge of the recordkeeping retirement landscape.
This job requires Series 6 (or Series 7) and Series 63 licensing and/or registration (e.g. FINRA, state, SFC).

Responsibilities

Partners with Consultant Engagement Directors and Senior Directors in the development and execution of business plans to generate assets and close new business within the channel or territory.
Supports sales team and develops presentations on a wide variety of topics and leverages knowledge and expertise of other departments and teams (e.g., marketing) to pull in appropriate reference material and presentation format.
Asks open questions to potential leads.
Identifies related investment and service needs based on probing questions and moves clients through the sales process.
Delivers key messages through targeted prospecting activities.
Raises awareness of Vanguard's products and services.
Leads conference calls and virtual meetings with clients and internal partners.
Develops and maintains relationships with clients in a given Key Account team.
Serves as a primary point of contact for clients while partnering with Directors and Prospect Sales to drive business results.
Identifies client's non-Vanguard assets and shares comparable Vanguard products and services along with Vanguard's value proposition to drive additional business.
Utilizes market and product knowledge to highlight advantages and disadvantages of alternative investments.
Partners with other departments to move clients to the next stage of the sales process.
Participates in special projects and performs other duties as assigned.