Associate Sales Consultant (Workplace)

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

About the role

As an Associate Sales Consultant for Workplace, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Financial Consultant who will deliver enhanced personalized consultations or offer products/services based on their needs. Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support.

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 perform other duties as assigned.

Requirements

• 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.

Qualifications

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

FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support through the licensing process.

Schedule

This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program.

Pay

Base Salary Ranges:

• $67,000 - $93,000 for the location of: Maryland, Colorado, Washington and remote workers.
• $67,000 - $93,000 for the location of: Washington, D.C.
• $67,000 - $93,000 for the location of: New York, California.

This job is eligible for overtime pay. Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.

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.