Associate Sales Consultant

About This Role

This role will educate and guide T. Rowe Price's Core Personal Investors to drive net new flows and retain assets within the Individual Investors organization. The Associate Sales Consultant focuses on helping clients achieve short- and long-term investment and financial planning goals.

Responsibilities

• Serve as the initial point of contact for prospects and existing clients seeking education and/or advice on 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
• 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

Requirements

• Bachelor's degree or equivalent
• 0+ years of total relevant work experience
• FINRA Series 7 and 66 (to be obtained within designated window)

Qualifications

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

Nice to Have

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

Benefits