Sr. Sales Specialist, Workplace

About the role

T. Rowe Price is a premier global asset management organization committed to helping people thrive in an evolving world. 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 to our clients.

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 Retirement Specialist or Financial Consultant
• 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

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience
• 4+ years of total relevant work experience
• FINRA SIE, Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy

Preferred

• Exceptional client service skills with strong communication skills
• Possess intellectual curiosity and interest in developing business and financial acumen
• Sound judgment, problem-solving skills, and hyper focus on compliance and risk mitigation
• The ability to thrive in a fast-paced work environment and adapt to a wide variety of internal and external factors, all while pursuing excellence with passion and humility

FINRA Requirements

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

Work Flexibility

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

Base Salary Range

• $61,000 - $74,500 for the location of: Maryland, Colorado, Washington and remote workers
• $61,000 - $74,500 for the location of: Washington, D.C.
• $61,000 - $74,500 for the location of: New York, California

Commitment to Diversity, Equity, and Inclusion

• We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

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