Associate Sales Consultant (Personal Investors)

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

T. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions to a diverse clientele. The Sales Associate for Personal Investors will focus on driving net new flows and retaining assets by offering education and guidance to clients in their financial planning journey.

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

Skills

Bachelor's degree or the equivalent combination of education and relevant experience
0+ years of total relevant work experience
FINRA Series 7 and 66
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

Company Overview

T. Rowe Price is an investment management firm that focuses on funding technology startups. It was founded in 1937, and is headquartered in Baltimore, Maryland, USA, with a workforce of 5001-10000 employees. Its website is http://www.troweprice.com.

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