Workplace Premier Inbound Consultant

Vanguard; Scottsdale (AZ); Hybrid; USD 55,000 - 80,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vanguard in Scottsdale is seeking an Workplace Premier Inbound Consultant to guide retirement plan participants through pivotal financial moments and toward long-term goals. You will provide personalized service during life events, understand each participant's goals, and connect them with Vanguard products and solutions tailored to their circumstances.

You will collaborate with a high-performing sales team to help participants achieve investment success and strengthen their financial future.

Qualifications

• Deliver personalized service and guidance during life events and plan-related moments.
• Build trust by understanding participants' financial goals, retirement readiness, and investing needs.
• Recommend Vanguard products and solutions that match each participant's circumstances.
• Collaborate with a high-performing sales team passionate about helping participants invest.

Responsibilities

• Create exceptional participant experiences by delivering personalized service during important life and plan-related events.
• Build trust and deepen relationships by understanding participants' financial goals and retirement readiness.
• Recommend Vanguard products and solutions that align with each participant's long-term objectives.
• Collaborate with a team of high-performing sales professionals to help participants achieve investment success.
• Drive positive participant outcomes by helping individuals take action and make informed decisions that strengthen their financial future.

Skills

Customer service

Relationship building

Financial guidance

Active listening

Job description

At Vanguard, you'll help retirement plan participants transform important financial moments into meaningful progress toward their long-term goals.

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.

You’ll:

• 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.

Special Factors

Sponsorship

Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.