Associate Sales Consultant (Personal Investors)

Requisition Number: 78518

Position Title:

External Description:

Role Summary

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. 

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience
• 0+ years of total relevant work experience
• FINRA Series 7 and 66 (must be obtained within first 6 months)

Preferred:

• Sales experience
• Financial industry experience
• Fully licensed candidate (currently holds 7 and 66)

FINRA Requirements

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 remote work up to one day a week after the successful completion of a training program. 

City:

State:

Community / Marketing Title: Associate Sales Consultant (Personal 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.