Annuities & Insurance Specialist

Join the team that is the voice of Vanguard to over 5.2 million individual investors, and launch a dynamic career in the financial services industry with a position in Vanguard's Retail Investor Group (RIG).

As an Annuity and Insurance Specialist, your typical day includes:

  • Answering incoming client calls; conducts outbound follow-up calls as necessary.
  • Executing monetary and clerical transactions.
  • Serving as a single point of contact on complex and/or sensitive client needs.
  • Conducting a needs analysis, positioning solutions, executing on the solution, and following up throughout the process.
  • Prioritizing and managing case work.
  • Owning client issues throughout the service recovery process.
  • Employing Client Relationship Management (CRM) skills.
  • Maintaining current knowledge of annuity products offered by Vanguard and the competition.
  • Assisting clients in choosing funds and asset allocations appropriate for their investment goals and risk tolerance.

The Ideal Candidate Should Possess:

  • Undergraduate degree or equivalent combination of training and experience.
  • Minimum one year of general experience.
  • Series 6 and 63 (or ability to obtain within department guidelines).
  • Life and Health Insurance License required; (or ability to obtain within department guidelines).
  • Adaptability and flexibility to work in a fast paced, dynamic environment.
  • Highly professional demeanor and poise.
  • High level of comfort interacting with investors over the phone.
  • Strong verbal and written communication skills.

Bring your future to Vanguard

Build a successful career with one of the world's largest investment management companies. Your experience as an Annuity and Insurance Specialist can lead to a Vanguard career in advice, sales, relationship management, leadership, and much more. Whether you have a background in financial services or are interested in building your knowledge in finance and business, you'll receive comprehensive training that will prepare you to succeed. And you'll be supported by a culture that is focused on your continued professional and personal development. Sound like you? Apply now!

Vanguard cannot offer visa sponsorship for this position.


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