Workplace Financial Consultant
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Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Vanguard is seeking a Workplace Financial Consultant to promote its products and services by engaging and educating retirement plan participants through targeted outreach and collaboration with sales teams. The role focuses on driving business growth managing client relationships and applying retirement plan knowledge to meet client needs effectively.
Job Description:
Vanguard has an exciting opportunity for a Workplace Financial Consultant who will engage and educate retirement plan participants. 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 and retirement plan knowledge you will conduct high-touch targeted outreach. This role collaborates with peers cross-site to help drive individual and team results experiment with new techniques andparticipatein regular group coaching and skill building sessions.
Responsibilities:
Achieves sales and sales activity goals as set by leadership team.Identifiesopportunities and moves clients through the sales funnel process.
Drives results and raises awareness of Vanguards investment products and services by delivering key messages through virtual meetings phone calls targetedmailingsand emails.
Successfully manage and growbook of businessconsisting of participants through proactive client outreach strategies.
Builds grows andmaintainsparticipant relationships by developing a thorough understanding of Vanguards value-added offerings and successfullypositionthese services to participants.
Develops a thorough understanding of the sales process andutilizesit toassistin moving clients and opportunities to the next stage.
Developsstrategicmindset when prioritizing andtieringclients. Be able to segmentabook of business to delivertimelyrelevantand personalized value.
Works well in a team environment with Financial Advisors Relationship Managers ParticipantServicesand other team members
Assesses the needs of each participant by asking targeted high impact questions andpositionstheappropriate productand/or service that meet those needs.
Leverages Workplace acumen to build trust with participants (e.g.plan rules company stocknon-qualified plans (NQPs))
Proactively supports broader corporate initiatives andparticipatesin programs asappropriate.
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 yearsofexperiencein the financial services industrypreferred.
This job requires a regulatory license and/or registration (e.g.FINRA state SFC):Series 7and Series 66 (or combination of Series 63 and 65).
Minimum of one year of Defined Contribution plan knowledge.
Exceptional client relationship management experience and sales consultative skills
Excellent oral and written communication skills.
Excellentproblem-solvingskills.
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 dont just have a missionwere 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.
Required Experience:
Contract
Key Skills
- Sales Experience
- Direct Sales
- Hyperion
- Financial Services
- Financial Concepts
- Banking
- Oracle EBS
- Securities Law
- Peoplesoft
- Oracle
- Financial Management
- Workday
About Company
Search the latest roles and opportunities at Vanguard. Apply today to join our industry-leading crew.
