Sales Representative
PeopleReady
Associate Sales Consultant, Personal Investors
T. Rowe Price
full-time
Posted on:
Location Type: Hybrid
Location: Owings Mills • Colorado, Maryland • 🇺🇸 United States
Visit company websiteSalary
💰 $65,000 - $91,000 per year
Job Level
JuniorMid-Level
About the role
- 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.
Requirements
- 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)
- Sales experience (Preferred)
- Financial industry experience (Preferred)
- Fully licensed candidate (currently holds 7 and 66) (Preferred)
Benefits
- Competitive compensation
- Annual bonus eligibility
- A generous retirement plan
- Hybrid work schedule
- Health and wellness benefits, including online therapy
- Paid time off for vacation, illness, medical appointments, and volunteering days
- Family care resources, including fertility and adoption benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
salesfinancial planninginvestment planningretirement planningeducation planningconsultative salesclient relationship management
Soft skills
communicationclient satisfactionrelationship buildingproblem solvingquestioning skills
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 66
