Workplace Financial Consultant

Workplace Financial Consultant

Vanguard has an exciting opportunity for a Workplace Financial Consultant who will manage a sales Book of Business of high-potential Workplace participants to nurture them for advice adoption, asset consolidation, and Personal Investor product openings. You will drive business growth and add client value by implementing an effective client outreach and book of business strategy. By using your advanced sales skills, you will conduct high touch, targeted prospecting activities, including cold calling and virtual communications. This role collaborates with peers cross-site to help drive individual and team results, experiment with new techniques, and participate in regular group coaching and skill building sessions.

Responsibilities

• Achieves sales and sales activity goals as set by leadership team. Identifies opportunities and moves clients through the sales funnel process.
• Drives results and raises awareness of Vanguard's investment products and services by delivering key messages through virtual meetings, phone calls, targeted mailings and emails.
• Successfully manage and grow book of business consisting of participants through proactive client outreach strategies.
• Builds, grows, and maintains participant relationships by developing a thorough understanding of Vanguard's value-added offerings and successfully position these services to participants.
• Develops a thorough understanding of the sales process and utilizes it to assist in moving clients and opportunities to the next stage.
• Develops strategic mindset when prioritizing and tiering clients. Be able to segment books of business to deliver timely, relevant and personalized value add.
• Works well in a team environment with Financial Advisors, Relationship Managers, Participant Services and other team members.
• Assesses the needs of each participant by asking targeted, high impact questions and positions the appropriate product and/or service that meet those needs. Asks for the participant's business.
• Leverages Workplace acumen to build trust with participants (e.g. plan rules, company stock, NQPs)
• Proactively supports broader corporate initiatives and participates in programs as appropriate.
• Participates in special projects and other duties as assigned.

Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Minimum of three years related work experience. Three years experience as phone rep at Vanguard preferred.
• Series 7, 63, and 65 (or ability to obtain within department guidelines).
• Defined Contribution plan knowledge preferred
• Exceptional client relationship management experience and sales consultative skills
• Excellent oral and written communication skills.
• Excellent problem solving skills.
• Entrepreneurial and iterative mindset - comfortable with ambiguity and change
• Tenacity to work in an outbound sales environment
• Strong time management skills.
• Knowledge of MS Office products.
• Broad knowledge of Vanguard funds, products and services and markets preferred

Special Factors

Sponsorship Vanguard is not offering visa sponsorship for this position.

About Vanguard

At Vanguard, we don't just have a missionwe'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.