Sr. Sales Specialist (Workplace)

Role Summary

As a Senior Sales Specialist, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized consultations. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support.

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 inbound participant service requests
• Respond to requests for investment, mutual fund, and account information. Resolve complex account issues
• Identify and qualify participants to be referred to a Retirement Specialists and/or Financial Consultants to advance the relationship
• Demonstrate a consultative approach to gain a thorough understanding of the participant's needs and offer appropriate solutions
• Retain assets through education and guidance of available plan-specific and general distribution options
• Deliver on defined sales targets and other role-based responsibilities
• Understand the overall 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

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience
• 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.
• Exceptional client service skills with strong communication skills
• Possess intellectual curiosity and interest in developing business and financial acumen
• Demonstrate sound judgment, problem-solving skills, and hyper focused on compliance and risk mitigation
• The ability to thrive in a fast-paced work environment and adapt to a wide variety of internal and external factors, all while pursuing excellence with passion and humility

Preferred:

• 4+ years of total relevant work experience within the financial services industry

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home, after the successful completion of a training program.