Associate Sales Consultant (Workplace)

T. Rowe Price; Owings Mills (MD); Hybrid; USD 67,000 - 93,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Hybrid work schedule

Health and wellness benefits

Job summary

T. Rowe Price, a premier global asset management firm, seeks an Associate Sales Consultant for Workplace to support participant services and deepen client relationships.

You will identify high-value participants for referrals to Financial Consultants and contribute to tailored retirement strategies, with licensing support provided to advance careers. Join a team that emphasizes education, client service, and growth, with dedicated time and resources for licensing and a flexible hybrid schedule

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 0+ years of total relevant work experience.
• Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy.
• FINRA licenses are required and will be supported for this role.
• Work flexibility: hybrid with up to one day per week from home after training.

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 High-Value Financial Consultant 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 performs other duties as assigned.

Skills

Sales experience

Financial industry experience

Licensing: Series 7 & 66

Education

Bachelor's degree or equivalent

Job description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

Role Summary

As an Associate Sales Consultant for Workplace, 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 Financial Consultant who will deliver enhanced personalized consultations or offer products/services based on their needs.

Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support.

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 High-Value Financial Consultant 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 performs other duties as assigned.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience
• 0+ years of total relevant work experience
• Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy

Preferred

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

FINRA Requirements

FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support through the licensing process.

Work Flexibility

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

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.

$67,000 - $93,000 for the location of: Maryland, Colorado, Washington and remote workers

$67,000 - $93,000 for the location of: Washington, D.C.

$67,000 - $93,000 for the location of: New York, California

This job is eligible for overtime pay.

Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

Commitment to Diversity, Equity, and Inclusion

At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.

Benefits

We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Featured Employee Benefits To Enrich Your Life

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits

Learn More About Our Benefits.

T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.