Responsibilities

• Provides sales and service to participants, covering a wide range of products, but not limited to, advice, brokerage, and short-term savings solutions. Understands and incorporates key pieces of both workplace and brokerage acumen.
• Follows up with Participants on leads and money movement as temporary point of contact.
• Provides feedback and participates in the development of the future of this evolving role.
• Participates in sales meetings, events, and other logistics for sales related activities. Gathers metrics for data analysis.
• Improves sales and client relationship management outcomes.
• Participates in special projects and performs other duties as assigned.

Qualifications:

• Two years related work experience preferred.
• Undergraduate degree or equivalent combination of training and experience.
• This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

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.