Associate Sales Consultant (Workplace)

T. Rowe Price • Owings Mills, MD

6d • $67,000 - $93,000 • Hybrid

About The Position

As an Associate Sales Consultant for Workplace, you will service and deepen participant relationships by providing foundational retirement strategy and insights, addressing general portfolio needs, and resolving complex situations. You will identify and qualify high-value participants for referral to a Financial Consultant, who can provide enhanced personalized consultations or recommend products and services based on participant needs. The role supports participants in reaching long-term financial goals through service, education, and support, and includes dedicated paid time and resources to complete required licensing.

Requirements

• Bachelor's degree or the 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 and 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 participants and providing guidance 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.
• 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.
• Dedicated paid time and resources to support the licensing process.
• Eligible for overtime pay.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level