Associate Sales Consultant – Workplace
T. Rowe Price
full-time
Posted on:
Location Type: Hybrid
Location: Colorado Springs • 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 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.
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
- Financial industry experience
- Fully licensed candidate (currently holds 7 and 66)
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
sales experienceinvestment knowledgemutual fund knowledgeaccount managementconsultative approachproblem resolutionfinancial product knowledgeretention strategiesclient follow-upproject participation
Soft skills
communicationinterpersonal skillsconsultative skillsproblem-solvingrelationship buildingeducation and guidanceadaptabilitycustomer serviceteam collaborationorganizational skills
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 66