Associate Sales Consultant (Personal Investors)

Role Summary

As a Sales Associate Personal Investors, you will provide education and/or guidance to T. Rowe Price’s Core Personal Investors.  The primary of objective is to drive net new flows and retain assets within the Individual Investors organization.  Our consistently successful Sales Associates are focused on helping clients achieve their short- and long-term investment and financial planning goals along with ownership of their individual success in a collaborative, supportive team-oriented environment. 

Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process.

T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!

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. 

Qualifications

Required:

• 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
• Financial industry experience
• Fully licensed candidate (currently holds 7 and 66)

FINRA Requirements

This role requires the FINRA Series 7 and 66 licenses which must be obtained within first 6 months of hire if not currently held. Dedicated paid time and resources are provided to support through the licensing process.

Work Flexibility

This role is eligible for remote work up to one day a week after the successful completion of a training program.