Internal Sales Consultant

About This Role 

As an Internal Sales Consultant, you’ll be the engine behind our sales strategy - partnering closely with Key Account Directors to engage consultants, develop firm-level strategies, and win new business. You’ll be the go-to resource for Directors and consultants, helping to position our offer, products, and services with precision and insight. 

• Drive Growth with Purpose: Partner with Directors to strategically develop and drive new Recordkeeping and Investment business. 

• Manage Complexity with Clarity: Serve as a strategic partner, aligning long-term plans with evolving business needs. 

• Build Relationships: Cultivate deep connections with your Key Account team, business partners, and consultants, to deliver value. 

• Collaborate Across Teams: Work with teams across Workplace Solutions, Financial Advisor Services, Investment Management, and others to deliver a seamless experience and a compelling offer. 

• Support Strategic Growth: Influence Vanguard’s competitive positioning by understanding consultant dynamics at the individual, field, and home office level. 

Our “crew,” as we call our employees, live the mission of doing the right thing for our investors every day. This is your opportunity to be part of that community. 

Who Thrives Here 

This role is ideal for someone who: 

• Is a natural connector - you build trust quickly and communicate with clarity. 

• Has a sales-oriented mindset and thrives on driving results. 

• Enjoys strategic thinking and can see the big picture while executing the details. 

• Is energized by collaboration and cross-functional teamwork. 

• Wants to grow in a dynamic organization that values integrity, innovation, and impact. 

Core Responsibilities 

Partners with Consultant Engagement Directors and Senior Directors in the development and execution of business plans to generate assets and close new business within the channel or territory. 

Supports sales team and develops presentations on a wide variety of topics and leverages knowledge and expertise of other departments and teams (e.g., marketing) to pull in appropriate reference material and presentation format. 

Asks open questions to potential leads. Identifies related investment and service needs based on probing questions and moves clients through the sales process. 

Delivers key messages through targeted prospecting activities. Raises awareness of Vanguard's products and services. Leads conference calls and virtual meetings with clients and internal partners. 

Develops and maintains relationships with clients in a given Key Account team. Serves as a primary point of contact for clients while partnering with Directors and Prospect Sales to drive business results. 

Identifies client's non-Vanguard assets and shares comparable Vanguard products and services along with Vanguard's value proposition to drive additional business. Utilizes market and product knowledge to highlight advantages and disadvantages of alternative investments. 

Partners with other departments to move clients to the next stage of the sales process. 

Participates in special projects and performs other duties as assigned. 

Qualifications 

• Undergraduate degree or an equivalent combination of education and experience. 

• Minimum five years general experience or five years industry with some experience working with defined contribution plans preferred 

• Strong knowledge of the recordkeeping retirement landscape. 

• This job requires Series 6 (or Series 7) and Series 63 licensing and/or registration (e.g. FINRA, state, SFC).