T. Rowe Price · 2 weeks ago
Associate Sales Consultant (Workplace)
Colorado Springs, CO
Full-time
Hybrid
New Grad, Entry Level
$67K/yr - $93K/yr
0+ years expT. 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 for Workplace will be responsible for servicing participant relationships, offering retirement strategies, and qualifying high-value participants for further consultation.
Business DevelopmentFinanceFinancial ExchangesFinancial 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
Required
Bachelor's degree or the equivalent combination of education and relevant experience
0+ years of total relevant work experience
Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy
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
T. Rowe Price is an investment management firm that focuses on funding technology startups.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1986-04-11IPO
Leadership Team
Ramon Richards
Chief Technology Officer
G
Geoffrey Hardin
Vice President - Senior Rates / FX Trader
Recent News
2026-01-17
2026-01-17
2026-01-17
Company data provided by crunchbase