Retirement - Regional Sales Specialist

T Rowe Price Group, Inc; Colorado Springs (CO); Remote; USD 90,000 - 120,000; Full time

Job summary

A leading financial services company is seeking a Retirement Regional Sales Specialist to develop and maintain relationships with Retirement Plan Advisors and B2B Intermediary Sales Professionals. This full-time teleworker role emphasizes proactive engagement, business development, and territory management to increase investment flows and brand recognition. Candidates should have a Bachelor's degree, significant experience in financial services, and necessary FINRA licenses.

Benefits

Competitive pay and bonuses

Generous retirement plan

Employee stock purchase plan with matching

Flexible and remote work opportunities

Tuition assistance

Wellness programs

Qualifications

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

Responsibilities

• Manage relationships with Retirement Plan Advisors and Insurance partners.
• Develop new business and cross-selling within the sales territory.
• Evaluate territory performance and identify key growth opportunities.

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

Goal-oriented personality

Team player

Education

Bachelor's degree or equivalent

Job description

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.

City : State :

Community / Marketing Title : Retirement - Regional Sales Specialist

Company Profile :

CountryEEOText_Description : Commitment to Diversity, Equity, and Inclusion : We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.Benefits : We invest in our people through a wide range of programs and benefits, including :

• Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
• Flexible and remote work opportunities
• Tuition assistance
• Wellness programs (fitness reimbursement, Employee Assistance Program)Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering.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.

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