Retirement – Regional Sales Specialist

T. Rowe Price in; Colorado Springs (CO); Remote; USD 104,000 - 189,000; Full time

Job summary

A leading global asset management firm seeks a Retirement Regional Sales Specialist to enhance client relationships and drive investment flows. This full-time remote role requires strong sales skills and investment knowledge, with significant travel involved. Ideal candidates will have a Bachelor's degree and relevant experience. Join us to make a meaningful impact in the financial sector.

Benefits

Competitive compensation

Annual bonus eligibility

A generous retirement plan

Hybrid work schedule

Health and wellness benefits

Paid time off for vacation

Family care resources

Qualifications

• 8+ years relevant work experience.
• FINRA Series 7 & 63 licenses required.
• Willingness to travel 50-55% in sales territory.

Responsibilities

• Develops and maintains relationships with Retirement Plan Advisors.
• Accountable for new business development within the region.
• Maintains ownership of prioritized clients and tracks territory sales.

Skills

Advanced investment/product knowledge

Advanced oral and written communication skills

Advanced relationship management skills

Advanced phone and sales skills

Advanced interpersonal skills

Advanced organizational skills

Team player

Education

Bachelor's degree

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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

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

Role Summary

This role is a full-time teleworker role open to candidates currently residing in CO, MN, or IL.

The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories serving as the primary sales resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel.

In this specialized role the RSS maintains a highly leveraged sales and relationship management intersection to optimally engage this broad client landscape with elevated frequency because of the RSS sales resource capabilities.

Responsibilities

• Relationship Management:The Regional Sales Specialist works to optimize client coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented Retirement Plan Advisors, External Wholesalers and Insurance partners. These intermediary client constituents are strategically targeted because of their essential point-of-sale influence to defined contribution plans. The incumbent is personally accountable to increase TRP investment flows, elevate TRP brand awareness and foster client loyalty through the consultative engagement and promotion of TRP investments and collateral sales resources by means of proactive outbound call initiatives, e-mail campaigns and other conventional forms of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. Accountable for maintaining a high level of industry knowledge, familiarity of the client's business strategy, product, and distribution structure. The function is benchmarked on internal and third-party satisfaction ratings, net new flows, new wins, call-profiling completed and other pertinent KPIs.
• Business Development: Accountable for new business development with targeted Retirement Plan Advisor prospects within region or by cross-selling to advisors and insurance partners. The Role requires a high degree of investment and product knowledge, sophisticated prospecting skills and the ability to influence astute advisors and internal/external platform wholesalers. The incumbent works independently on most opportunities but also maintains ownership of collaborating in a regional partnership with their respective TPD external business partners to proactively identify sales opportunities and deepen overall territory management efficiencies. Serves as the main point of contact for highly leverageable intermediary client engagements.
• Territory Management: The incumbent maintains ownership of prioritized clients developed in conjunction with DS management. Identifies key short and long-term opportunities and tracks territory sales measurements towards attainment of sales/service goals and overall growth of territory. Works with internal counterpart to develop annual client service plans for assigned clients within the region and monitors progress. Assesses territory client activity to identify trends, issues and opportunities. Partners with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement, Regional Sales Consultants to ensure consistency in delivery method and messaging. Strictly adheres to standard reporting practices to maintain and measure ongoing CRM data capture integrity.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years relevant work experience
• This role requires FINRA Series 7 & 63 licenses
• Willingness to travel 50-55% in sales territory required
• This job is open to qualified candidates currently residing in CO, MN, or IL.

Preferred:

• Advanced investment/product knowledge
• Advanced oral and written communication skills
• Advanced relationship management skills
• Advanced phone and sales skills
• Advanced interpersonal skills and goal-oriented personality
• Advanced organizational skills
• Team player

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

Base Salary Ranges

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

$104,000.00 - $189,000.00 for the location of: Maryland, Colorado, Washington and remote workers

Retirement – Regional Sales Specialist (Finance)

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, y ou can expect opportunities to create real impact at work and in your community. Y ou'll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you'll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .

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

Role Summary

This role is a full-time teleworker role open to candidates currently residing in CO, MN, or IL.

The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories serving as the primary sales resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel.

In this specialized role the RSS maintains a highly leveraged sales and relationship management intersection to optimally engage this broad client landscape with elevated frequency because of the RSS sales resource capabilities.

Responsibilities

• Relationship Management:The Regional Sales Specialist works to optimize client coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented Retirement Plan Advisors, External Wholesalers and Insurance partners. These intermediary client constituents are strategically targeted because of their essential point-of-sale influence to defined contribution plans. The incumbent is personally accountable to increase TRP investment flows, elevate TRP brand awareness and foster client loyalty through the consultative engagement and promotion of TRP investments and collateral sales resources by means of proactive outbound call initiatives, e-mail campaigns and other conventional forms of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. Accountable for maintaining a high level of industry knowledge, familiarity of the client's business strategy, product, and distribution structure. The function is benchmarked on internal and third-party satisfaction ratings, net new flows, new wins, call-profiling completed and other pertinent KPIs.
• Business Development: Accountable for new business development with targeted Retirement Plan Advisor prospects within region or by cross-selling to advisors and insurance partners. The Role requires a high degree of investment and product knowledge, sophisticated prospecting skills and the ability to influence astute advisors and internal/external platform wholesalers. The incumbent works independently on most opportunities but also maintains ownership of collaborating in a regional partnership with their respective TPD external business partners to proactively identify sales opportunities and deepen overall territory management efficiencies. Serves as the main point of contact for highly leverageable intermediary client engagements.
• Territory Management: The incumbent maintains ownership of prioritized clients developed in conjunction with DS management. Identifies key short and long-term opportunities and tracks territory sales measurements towards attainment of sales/service goals and overall growth of territory. Works with internal counterpart to develop annual client service plans for assigned clients within the region and monitors progress. Assesses territory client activity to identify trends, issues and opportunities. Partners with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement, Regional Sales Consultants to ensure consistency in delivery method and messaging. Strictly adheres to standard reporting practices to maintain and measure ongoing CRM data capture integrity.

Qualifications

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 8+ years relevant work experience
• This role requires FINRA Series 7 & 63 licenses
• Willingness to travel 50-55% in sales territory required
• This job is open to qualified candidates currently residing in CO, MN, or IL.

Preferred:

• Advanced investment/product knowledge
• Advanced oral and written communication skills
• Advanced relationship management skills
• Advanced phone and sales skills
• Advanced interpersonal skills and goal-oriented personality
• Advanced organizational skills
• Team player

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for full time remote work.

Base Salary Ranges

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

$104,000.00 - $189,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$104,000.00 - $189,000.00 for the location of: Washington, D.C.
$104,000.00 - $189,000.00 for the location of: New York, California

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.

This job posting is expected to be available until:

07/31/2025

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.