Internal Sales Consultant

Vanguard

Internal Sales Consultant driving new Recordkeeping and Investment business with strong partnerships. Engaging teams across departments to influence Vanguard’s competitive positioning in the retirement landscape.

Posted 6/2/2026full-timeMalvern • Arizona, North Carolina, Pennsylvania • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Partner with Directors to strategically develop and drive new Recordkeeping and Investment business.
Serve as a strategic partner, aligning long-term plans with evolving business needs.
Cultivate deep connections with your Key Account team, business partners, and consultants, to deliver value.
Work with teams across Workplace Solutions, Financial Advisor Services, Investment Management, and others to deliver a seamless experience and a compelling offer.
Influence Vanguard’s competitive positioning by understanding consultant dynamics at the individual, field, and home office level.

Requirements

What you’ll need

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).

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible working arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

strategic partnershiprelationship buildinginfluencingcollaboration

Certifications

Series 6Series 7Series 63