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T. Rowe Price Singapore · 3 months ago

Associate Sales Consultant (Personal Investors)

Owings Mills, MD

Full-time

Hybrid

New Grad, Entry Level

$65K/yr - $91K/yr

0+ years exp

T. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions to a diverse clientele. The Associate Sales Consultant will focus on educating and guiding personal investors to drive net new flows and retain assets, ensuring client satisfaction and effective financial planning support.

Financial Services

Responsibilities

Serve as the initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)

Deliver on defined sales targets, quality of conversations, and other role-based responsibilities

Develop and maintain proficient knowledge of T. Rowe Price products and services

Drive client satisfaction and support asset retention efforts with established relationships of Core Personal Investors clients by understanding their broader investment planning needs

Leverage financial acumen to manage multiple clients in different stages of the buying process

Use a consultative sales approach to uncover additional opportunities for consolidation or additional sales opportunities through skilled questioning and win business by effectively branding TRP solutions (outside assets, external referrals, etc.)

Nurture client relationship and brand loyalty with effective and consistent process to move opportunities forward

Capitalize on internal referrals to maximize relationships with existing clients and deliver new investor relationships to the firm

Liaise with internal partners to ensure clients receive appropriate solutions