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Job Details
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us. ABOUT THIS POSITION As a Sales Associate Personal Investors, you will provide education and/or guidance to T. Rowe Price’s Core Personal Investors. The primary of objective is to drive net new flows and retain assets within the Individual Investors organization. Our consistently successful Sales Associates are focused on helping clients achieve their short- and long-term investment and financial planning goals along with ownership of their individual success in a collaborative, supportive team-oriented environment. Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning! RESPONSIBILITIES
- Serve as the initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
- Deliver on defined sales targets, quality of conversations, and other role-based responsibilities.
- Develop and maintain proficient knowledge of T. Rowe Price products and services.
- Drive client satisfaction and support asset retention efforts with established relationships of Core Personal Investors clients by understanding their broader investment planning needs.
- Leverage financial acumen to manage multiple clients in different stages of the buying process.
- Use a consultative sales approach to uncover additional opportunities for consolidation or additional sales opportunities through skilled questioning and win business by effectively branding TRP solutions (outside assets, external referrals, etc.)
- Nurture client relationship and brand loyalty with effective and consistent process to move opportunities forward.
- Capitalize on internal referrals to maximize relationships with existing clients and deliver new investor relationships to the firm.
- Liaise with internal partners to ensure clients receive appropriate solutions.
- Bachelor's degree or the equivalent combination of education and relevant experience
- 0+ years of total relevant work experience
- Sales experience
- Financial industry experience
- Fully licensed candidate (currently holds 7 and 66)
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)
About the Company
T. Rowe Price
Baltimore, MD, United States
A Best Place to Work At T. Rowe Price, you can create real impact: For our clients, your community, and your future. You’ll have the opportunity... Read more