Vanguard
Financial Services
InternalSalesConsultant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Internal Sales Consultant at Vanguard. Skills: Sales, Client relationships, Revenue generation. Partner with Directors to develop business plans. Execute business plans to generate assets”
What You'll Achieve.
Generate assets; Close new business; Drive business results
Industry & Context.
No visa sponsorship
What They're Looking For.
Must Have
Series 6 (or Series 7) and Series 63 licensing, Five years general experience, Five years industry experience, Undergraduate degree or equivalent experience
Nice to Have
Experience working with defined contribution plans
What You'll Do.
Partner with Directors to develop business plans
Execute business plans to generate assets
Close new business within channel or territory
Develop presentations on wide variety of topics
Leverage knowledge of other departments
Ask open questions to potential leads
Identify related investment and service needs
Move clients through sales process
Deliver key messages through prospecting activities
Raise awareness of Vanguard's products
Lead conference calls
Lead virtual meetings with clients
Lead virtual meetings with internal partners
Develop relationships with clients
Maintain relationships with clients
Serve as primary point of contact
Partner with Directors to drive business results
Identify client's non-Vanguard assets
Share comparable Vanguard products
Share Vanguard's value proposition
Drive additional business
Utilize market knowledge
Utilize product knowledge
Highlight advantages of alternative investments
Highlight disadvantages of alternative investments
Partner with other departments
Move clients to next stage
Participate in special projects
Perform other duties as assigned
How You'll Work.
Team & Collaboration
Partner with Directors; Collaborate across teams; Work with business partners; Work with consultants; Work with Workplace Solutions; Work with Financial Advisor Services; Work with Investment Management
Communication Scope
Presentations; Targeted prospecting
Full Job Description
**About Vanguard Workplace Solutions (VWS)** 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. **About This Role** 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 d
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