Account Manager - Retirement
Lincoln Financial
Associate Sales Consultant
T. Rowe Price
full-time
Posted on:
Origin: • 🇺🇸 United States • California, Colorado, District of Columbia, New York
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
- Demonstrate a consultative approach to understand participant needs and offer solutions
- Retain assets through education and guidance of plan-specific and general distribution options
- Deliver on defined sales targets and other role-based responsibilities
- 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 perform 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)
- Preferred: Sales experience
- Preferred: Financial industry experience
- Preferred: Fully licensed candidate (currently holds 7 and 66)
- Ability to complete online assessment and record video responses with HireVue as part of application process
