Regional Retirement Sales Consultant

Vanguard; Malvern (Chester County); Hybrid; USD 95,000 - 130,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard is seeking an Internal Regional Consultant to drive new business and deepen advisor relationships within a defined VRPA territory. The role partners with External Sales Executives and internal teams to execute territory strategy, advance opportunities, and communicate Vanguard's value to advisors and plan sponsors.

IRCs develop retirement plan and institutional sales expertise while managing a book of business, with a path into advanced sales and leadership roles across IIG.

Qualifications

• Minimum five years of experience in internal sales, relationship management, or institutional/retirement plan environments.
• Strong communication skills with discovery, needs analysis, and solutions positioning.
• Ability to operate in a fast-paced, goal-driven sales environment.

Responsibilities

• Partner with External Sales Executives to develop and execute territory business plans.
• Own and manage inbound and outbound leads; move opportunities through the sales process.
• Maintain pipeline hygiene with follow-ups, aging leads, and progression of opportunities.
• Build relationships with advisors, TPAs, and COIs within the territory; collaborate with external sales.
• Lead virtual meetings, calls, and presentations to advance opportunities.
• Develop knowledge of retirement plans and Vanguard offerings to differentiate solutions.

Skills

Internal sales

Relationship management

Institutional/retirement plans

Education

Undergraduate degree

Job description

Vanguard is seeking an Internal Regional Consultant to drive new business and deepen advisor relationships within a defined VRPA territory. The role partners with External Sales Executives and internal teams to execute territory strategy, advance opportunities, and communicate Vanguard's value to advisors and plan sponsors.

IRCs develop retirement plan and institutional sales expertise while managing a book of business, with a path into advanced sales and leadership roles across IIG.