Internal Regional Consultant, Vanguard Workplace Solutions

Role Overview

• Partner with aligned External Sales Executives to develop and execute territory business plans that generate assets, plans, and participants.
• Own and manage qualified inbound and outbound leads; move opportunities through the sales process using Vanguard tools and defined rules of engagement.
• Maintain strong pipeline hygiene by prioritizing follow-ups, aging leads, and opportunity progression.
• Build and maintain relationships with financial advisors, TPAs, and other COIs within assigned territory.
• Serve as a primary point of contact while partnering with external sales.
• Conduct discovery and needs analysis to understand advisor practices, client segments, and growth opportunities; position Vanguard solutions accordingly.
• Lead virtual meetings, calls, and presentations with advisors and internal partners to advance opportunities.
• Develop strong knowledge of retirement plans, plan types, competitive landscape, and Vanguard offerings to effectively articulate value and differentiate solutions.
• Identify non-Vanguard assets and competitive solutions; position comparable Vanguard products to expand relationships and win new business.
• Partner with internal teams (FAS, Client Services, onboarding partners) to move clients through the sales lifecycle and deliver a strong client experience.
• Participate in onboarding, training, and development milestones to build sales acumen and prepare for increased responsibility.
• Share best practices and contribute to team forums, huddles, and continuous improvement efforts.

Requirements

• Undergraduate degree or an equivalent combination of education and experience.
• Minimum five years experience working in internal sales, relationship management, or institutional/retirement plan environments.
• Strong communication skills with the ability to conduct discovery, analyze needs, and position solutions.
• Proven ability to operate in a fast-paced, goal-driven sales environment.
• Comfort working autonomously while collaborating with cross-functional partners.
• Required regulatory licenses must be obtained within defined timeframes, if applicable.

Benefits

• Flexible working hours
• Professional development opportunities