Associate Sales Consultant (Personal Investors) jobs in United States
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T. Rowe Price · 5 hours ago

Associate Sales Consultant (Personal Investors)

T. Rowe Price is a premier global asset management organization with over 85 years of experience. The Sales Associate for Personal Investors will provide education and guidance to Core Personal Investors, aiming to drive net new flows and retain assets within the Individual Investors organization.

Business DevelopmentFinanceFinancial ExchangesFinancial 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

Qualification

FINRA Series 7FINRA Series 66Sales experienceFinancial industry experienceConsultative sales approach

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

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

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T. Rowe Price is an investment management firm that focuses on funding technology startups.

Funding

Current Stage
Public Company
Total Funding
unknown
1986-04-11IPO

Leadership Team

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Ramon Richards
Chief Technology Officer
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G
Geoffrey Hardin
Vice President - Senior Rates / FX Trader
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Company data provided by crunchbase