Associate Sales Consultant (Workplace)

T. Rowe Price•Owings Mills, MD

1d•Hybrid

About The Position

T. Rowe Price is hiring an Associate Sales Consultant for its Workplace team. The role serves and deepens participant relationships by providing foundational retirement strategy and insights, addressing general portfolio needs, and resolving complex situations. The consultant identifies and qualifies high-value participants for referral to a Financial Consultant for more personalized consultations or products and services suited to their needs. The team supports participants in pursuing long-term financial goals through service, education, and support. Dedicated paid time and resources are provided to support the required licensing process. This role is eligible for a hybrid schedule, with up to one day per week working from home after successful completion of a training program. The position is eligible for overtime pay. Base salary is $67,000–$93,000 for the listed locations, including Maryland; placement in the range depends on relevant experience and skills. Employees may also be eligible for a discretionary bonus based on company and individual performance.

Requirements

Bachelor's degree or equivalent combination of education and relevant experience.
0+ years of total relevant work experience.
Obtain Series 7 and Series 66 licenses within the designated window under the Global Distribution licensing policy.

Nice To Haves

Sales experience.
Financial industry experience.
Currently holds Series 7 and Series 66 licenses.

Responsibilities

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 for referral to a High-Value Financial Consultant to advance the relationship.
Use a consultative approach to understand participant needs and offer appropriate solutions.
Retain assets by educating and guiding participants on plan-specific and general distribution options.
Meet defined sales targets and other role-based responsibilities.
Understand the 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 perform other duties as assigned.

Benefits

Competitive compensation and annual bonus eligibility.
Generous retirement plan.
Hybrid work schedule and flexible and remote work opportunities.
Health and wellness benefits, including medical, dental, vision, online therapy, and an Employee Assistance Program.
Paid time off for vacation, illness, medical appointments, and volunteering days.
Family care resources, including fertility and adoption benefits.
Employee stock purchase plan with matching contributions.
Tuition assistance.
Fitness reimbursement and wellness programs.
Dedicated paid time and resources to support licensing.