About this Workplace Premier Inbound Consultant role at Vanguard
As an 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.
You'll:
- 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.
If you think you are a good fit for the role, attend hiring manager Joseph McHugh's upcoming informational session Wednesday, September 9th, 2:00 EST. The team will be happy to give you more of an overview and answer your questions. Then, apply via Workday.
Microsoft Teams meeting
Join: https://teams.microsoft.com/meet/211033507543866?p=tAXDLyDVG2xfV4tAkG
Meeting ID: 211 033 507 543 866
Passcode: uF6jt9rU
Dial in by phone
+1 267-486-2093,,240664736# United States, Philadelphia
Phone conference ID: 240 664 736#
Join on a video conferencing device
Tenant key: [email protected]
Video ID: 115 018 807 4
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.
