Retirement Plan Inbound Sales Consultant

The Vanguard Group; Charlotte (NC); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

The Vanguard Group is hiring a Workplace Premier Inbound Consultant to support retirement plan participants through pivotal financial moments, offering personalized guidance via phone, web, or email. You will uncover goals and connect participants with Vanguard products and solutions to help them advance toward retirement objectives.

You'll build trust, manage relationships, and collaborate with a team of sales professionals to deliver exceptional investor experiences, while navigating

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.

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.

Skills

Sales experience

Investor experience

Client relationship management

Communication skills

Ambiguity tolerance

Time management

Problem-solving

Phone/web/email/social media channels

Education

Bachelor's degree or equivalent

Job description

The Vanguard Group is hiring a Workplace Premier Inbound Consultant to support retirement plan participants through pivotal financial moments, offering personalized guidance via phone, web, or email. You will uncover goals and connect participants with Vanguard products and solutions to help them advance toward retirement objectives.

You'll build trust, manage relationships, and collaborate with a team of sales professionals to deliver exceptional investor experiences, while navigating