Internal Sales Consultant

About This Role

As anInternal SalesConsultant youll be the engine behind our sales strategy - partnering closely with Key Account Directors to engage consultants develop firm-level strategies and win new business. Youll be the go-to resource for Directorsandconsultants helping to position our offer products and services with precision and insight.

• DriveGrowth with Purpose:Partnerwith Directors to strategically develop and drive new Recordkeeping and Investment business.

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

• Build Relationships:Cultivate deep connections withyour Key Account team business partners andconsultants to deliver value.

• Collaborate Across Teams:Work withteams across Workplace SolutionsFinancial Advisor ServicesInvestment Managementand othersto deliver a seamless experience and a compelling offer.

• Support Strategic Growth:InfluenceVanguards competitive positioningby understanding consultant dynamics at the individualfield andhome officelevel.

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 withConsultant Engagement Directors and Senior Directorsin 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 Vanguards products and services. Leads conference calls and virtual meetings with clients and internal partners.

Develops and maintains relationships with clientsin a givenKey Account team. Serves as a primary point of contact for clients while partnering withDirectors and Prospect Salesto drive business results.

Identifies clients non-Vanguard assets and shares comparable Vanguard products and services along with Vanguards 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 63licensingand/or registration (e.g. FINRA state SFC).