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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 Workplace Sales Associate, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Financial Consultant who will deliver enhanced personalized consultations or offer products/services based on their needs. Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support. 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 inbound participant service requests. Respond to requests for investment, mutual fund, and account information. Resolve complex account issues.
- Identify and qualify participants to be referred to a High-Value Financial Consultant to advance the relationship.
- Demonstrate a consultative approach to gain a thorough understanding of the participant's needs and offer appropriate solutions.
- Retain assets through education and guidance of available plan-specific and general distribution options.
- Deliver on defined sales targets and other role-based responsibilities.
- Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients.
- Develop and maintain proficient knowledge of T. Rowe Price products and services.
- Follow up with clients from inbound retention opportunities.
- Participate in special projects and performs other duties as assigned.
- Bachelor's degree or the equivalent combination of education and relevant experience
- 0+ years of total relevant work experience
- This role requires the FINRA Series 7 and 66 licenses which must be obtained within first 6 months of hire if not currently held. Dedicated paid time and resources are provided to support through the licensing process.
- This role is eligible for remote work up to two days a week after the successful completion of a training program.
- 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