Workplace Premier Inbound Consultant
About The Position
As an 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.
Requirements
- Support retirement plan participants during important financial moments.
- Deliver exceptional service and personalized support.
- Build trust and uncover participant needs and goals.
- Recommend Vanguard products, services, and solutions.
- Help individuals take action and make informed decisions.
- Collaborate with a team of sales professionals.
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
