Associate Sales Consultant (Personal Investors)

T. Rowe Price•Owings Mills, MD

17h•Hybrid

About The Position

As an Associate Sales Consultant in Personal Investors, you will provide education and/or guidance to T. Rowe Price Core Personal Investors. The role’s primary objective is to drive net new flows and retain assets within the Individual Investors organization. Successful Sales Associates help clients pursue short- and long-term investment and financial planning goals while taking ownership of individual success in a collaborative, supportive, team-oriented environment. The role includes dedicated paid time and resources to support completion of the required licensing process. The position is eligible for hybrid work, with up to one day per week from home after successful completion of a training program. This job is eligible for overtime pay.

Requirements

Bachelor’s degree or an 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 prospective and existing clients seeking education and/or advice about investment, retirement, and education planning.
Meet defined sales targets, conversation-quality expectations, and other role-based responsibilities.
Develop and maintain proficient knowledge of T. Rowe Price products and services.
Support client satisfaction and asset retention by understanding established Core Personal Investors clients’ broader investment-planning needs.
Use financial acumen to manage multiple clients at different stages of the buying process.
Use a consultative sales approach and skilled questioning to identify opportunities for consolidation or additional sales, and communicate the value of T. Rowe Price solutions.
Nurture client relationships and brand loyalty through a consistent process that moves opportunities forward.
Use internal referrals to maximize existing client relationships and develop new investor relationships for the firm.
Liaise with internal partners to ensure clients receive appropriate solutions.

Benefits

Competitive compensation.
Annual bonus eligibility; discretionary bonus eligibility is based on company and individual performance.
Generous retirement plan.
Hybrid work schedule.
Health and wellness benefits, including medical, dental, vision, and online therapy.
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.
Wellness programs, including fitness reimbursement and an Employee Assistance Program.
Flexible and remote work opportunities.