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 so our clients can feel more confident.

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 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

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
• Demonstrate 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

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.

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.

Featured Employee Benefits

To Enrich Your Life
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