Sales Associate Workplace Investors

Requisition Number: 71610

Position Title:

External Description:

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.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience

• 0+ years of total relevant work experience

Preferred:

• Sales experience

• Financial industry experience

• Fully licensed candidate (currently holds 7 and 66)

FINRA Requirements

FINRA licenses are required and will be supported for this role. 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.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home after the successful completion of a training program.

WHAT TO EXPECT AFTER APPLYING

1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes

2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes

3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.

City:

State:

Community / Marketing Title: Sales Associate Workplace Investors

Company Profile:

Location_formattedLocationLong: Maryland, US

CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • 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) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.