Intermediary Sales Consultant (RPS Core Market Recordkeeping)

Role Summary

The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience. You will partner with the RPS Core Market territory sales team to achieve strategic goals for the year. You will build and maintain relationships with Financial Advisors and Third Party Administrators in your respective territories. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process. You are also responsible for building industry experience, proactively researching trends in the marketplace, and understanding clients’ business needs.   

Responsibilities

Relationship Management - We work with assigned external sales partner(s) in optimizing client coverage within a territory. This work includes both encouraging existing relationships to deepen and broaden those with T. Rowe Price, while also strategically prospecting to discover relationships that could be mutually beneficial. You're accountable for aiding your external partner(s) in elevating T. Rowe Price’s brand awareness, building client loyalty, growing the distribution of the firm's products, and driving sales among financial advisors and third party administrators within their territories.

Business Development - You develop new business with your territory partner(s). You are collaborative in identifying sales opportunities, deepen overall territories, and sell to prospects as well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non-client engagement activities.

Territory Management - We apply various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. This allows you to have lists of prioritized advisors. You document territory sales measurements towards attainment of sales/service goals and overall growth of territory. You're developing territory plans and helping to guide its progress.

Sales Support  - In partnership with your external(s), you deliver on preparation and follow-up items that help ensure they are prepared when in the field. This includes but is not limited to the following activities such: proposal generation, post meeting follow-up emails and outbound calls to advisors/third party administrators, finals meeting preparation, onboarding task completion, coordination with Service team and or implementation team(s)

Travel/Client Facing Engagements - You may attend periodic industry conferences. Regular territory travel with their territory partner(s) is also required.

CRM - Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. You're encouraged to provide insight and proactive ideas for improvement to optimize internal/external salespeople's time as well as to build improved client experience.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience

• Retirement Plan Recordkeeping and/or sales experience

• This role requires the FINRA Series 7 and Series 63 licenses. Licenses may be obtained within first 3 months of hire if not currently held.

Preferred:

• Extensive knowledge of the financial service industry

• A passion for keeping up to date in the economy and financial services industry

• Strong consultative, client service, and relationship building skills

• Strong interpersonal skills and ability to flex to the client

• Motivated by a collaborative and driven environment

• Flexibility and the ability to grow and change within an evolving organization

• Proven results using a consultative sales process

• High attention to detail and documentation process

FINRA Requirements

FINRA licenses are required and will be supported for this role (Please see under required qualification).

Work Flexibility

This role is eligible for remote work up to two days a week.

Regional Requirements:

Base salary range:

$82,000 - $139,000 USD

For the location of:

C