Retirement Planning Consultant – Hybrid

T. Rowe Price; Owings Mills (MD); Hybrid; USD 80,000 - 117,000; Full time

Benefits offered by this job

Competitive compensation

Annual bonus eligibility

Generous retirement plan

Health and wellness benefits

Paid time off

Family care resources

Job summary

A leading global asset management firm is seeking a Financial Consultant to provide expert consultations on retirement strategies and enhance participants' financial well-being. You'll be part of a dedicated sales team, focused on client retention and acquisition through personalized support. Required qualifications include a Bachelor's degree, 2+ years in phone-based sales, and FINRA licenses. The role offers hybrid work flexibility and competitive compensation, including a discretionary bonus. Join us to impact clients’ financial futures positively.

Qualifications

• 2+ years of experience in phone-based sales.
• FINRA Series 7 and 66 licenses are required.
• Understanding of retirement investment products.

Responsibilities

• Provide comprehensive consultations to phone participants.
• Demonstrate consultative approach for participant's retirement.
• Manage a pipeline of participant/client relationships.
• Deliver on sales targets and responsibilities.

Skills

Phone-based sales

Consultative approach

Retirement planning

Retention strategies

Education

Bachelor's degree or equivalent

Tools

Microsoft Suite

Salesforce

Job description

A leading global asset management firm is seeking a Financial Consultant to provide expert consultations on retirement strategies and enhance participants' financial well-being. You'll be part of a dedicated sales team, focused on client retention and acquisition through personalized support. Required qualifications include a Bachelor's degree, 2+ years in phone-based sales, and FINRA licenses. The role offers hybrid work flexibility and competitive compensation, including a discretionary bonus. Join us to impact clients’ financial futures positively.