Associate Sales Consultant (Workplace) jobs in United States
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T. Rowe Price Singapore · 4 months ago

Associate Sales Consultant (Workplace)

T. Rowe Price is a premier global asset management organization with over 85 years of experience, dedicated to helping individuals thrive through investment solutions. The Associate Sales Consultant for Workplace will service and deepen participant relationships by providing retirement strategy insights and resolving complex situations while identifying high-value participants for Financial Consultants.

Financial Services

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

Qualification

FINRA Series 7FINRA Series 66Sales experienceFinancial industry experienceDegree

Required

Bachelor's degree or the equivalent combination of education and relevant experience
0+ years of total relevant work experience
FINRA Series 7 and 66 (must be obtained within first 6 months)

Preferred

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

Benefits

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

Company

T. Rowe Price Singapore

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T. Rowe Price is a premier global asset management organisation, actively investing in opportunities to help people thrive in an evolving world.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase