Workplace Premier Inbound Sales Consultant

Vanguard; Charlotte (NC); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Hybrid working model

Job summary

Vanguard seeks a Workplace Premier Inbound Consultant to support retirement plan participants during pivotal financial moments. You’ll deliver personalized guidance, understand goals, and connect clients with Vanguard products and solutions to help them achieve long-term financial success.

You’ll collaborate with a high-performing team to drive outcomes while maintaining exceptional service across phone, web, email, and social channels. A hybrid work model supports learning and collaboration.

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 relationships

Sales outcomes

Internal relationship management

Ambiguity tolerance

Communication skills

Problem solving

Time management

Omnichannel engagement

Education

Bachelor’s degree or equivalent

Job description

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

As a 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.

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.

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.

Required regulatory licensing

• SIE and Series 7 prior to start
• Series 63/65 or 66 (or equivalent designations where eligible), which may be completed after hire
• Compliance will confirm which qualifications apply based on role responsibilities.

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.