Hybrid Retirement Sales Associate | Client Solutions

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

Paid time off

Job summary

T. Rowe Price seeks an Associate Sales Consultant for Workplace to deepen participant relationships by providing retirement strategy insights and resolving complex needs. You will identify high-value participants for referral to a Financial Consultant and support the licensing process.

Join our team to contribute to client outcomes through education, service excellence, and collaborative teamwork. This hybrid role includes training and licensing support.

Qualifications

• Bachelor's degree or 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.

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

Fully licensed (Series 7 & 66)

Education

Bachelor's degree or equivalent combination of education and relevant experience

Job description

T. Rowe Price seeks an Associate Sales Consultant for Workplace to deepen participant relationships by providing retirement strategy insights and resolving complex needs. You will identify high-value participants for referral to a Financial Consultant and support the licensing process.

Join our team to contribute to client outcomes through education, service excellence, and collaborative teamwork. This hybrid role includes training and licensing support.