Sales Associate Personal Investors
Welcome to T. Rowe Price, a leading global investment management firm dedicated to helping individuals and institutions achieve their financial goals. We are currently seeking a highly motivated and driven individual to join our team as a Sales Associate Personal Investors. In this role, you will have the opportunity to build strong relationships with clients, educate them on our investment products, and support their financial growth. If you have a passion for sales and a strong understanding of the financial industry, we encourage you to apply.
- Greet and welcome clients to T. Rowe Price, providing a positive and professional first impression.
- Build and maintain strong relationships with clients to understand their financial goals and needs.
- Educate clients on T. Rowe Price's investment products, services, and solutions.
- Act as a knowledgeable resource for clients, answering questions and providing guidance on financial matters.
- Utilize effective sales techniques to promote and sell T. Rowe Price's investment products.
- Maintain a high level of product knowledge and stay up-to-date on industry trends and developments.
- Actively listen to client needs and tailor sales pitches to meet their specific financial goals.
- Collaborate with colleagues to develop and implement sales strategies and initiatives.
- Provide exceptional customer service and support to clients, addressing any concerns or issues in a timely and professional manner.
- Assist with administrative tasks, such as processing client applications and maintaining accurate client records.
- Meet and exceed sales targets and goals set by management.
- Continuously seek out opportunities to expand client base and increase sales.
- Maintain a thorough understanding of T. Rowe Price's policies, procedures, and compliance regulations.
- Attend trainings and workshops to enhance sales skills and stay updated on industry developments.
- Represent T. Rowe Price in a positive and professional manner at all times.
Strong Knowledge Of Financial Products And Investment Strategies: A Sales Associate Personal Investors At T. Rowe Price Should Have A Deep Understanding Of Various Financial Products, Including Mutual Funds, Stocks, Bonds, And Annuities. They Should Also Be Familiar With Different Investment Strategies And Be Able To Effectively Communicate These To Clients.
Excellent Communication And Interpersonal Skills: As A Sales Associate Personal Investors, The Ability To Build And Maintain Relationships With Clients Is Crucial. This Requires Strong Communication Skills, Both Verbal And Written, As Well As The Ability To Listen To Clients' Needs And Concerns.
Proven Track Record Of Sales Success: T. Rowe Price Seeks Sales Associates With A Proven Track Record Of Meeting And Exceeding Sales Targets. This Demonstrates An Ability To Effectively Sell Financial Products And Services And Build A Strong Client Base.
Series 7 And 63 Licenses: To Be Eligible For A Sales Associate Personal Investors Role At T. Rowe Price, Candidates Must Have A Valid Series 7 And 63 Licenses. These Licenses Allow Individuals To Sell Securities And Conduct Securities Transactions With Clients.
Bachelor's Degree In Finance Or Related Field: Most Sales Associate Personal Investors At T. Rowe Price Have A Bachelor's Degree In Finance, Economics, Or A Related Field. This Education Provides A Strong Foundation In Financial Principles And Prepares Individuals For A Career In The Investment Industry.
Financial Analysis
Networking
Market Research
Time Management
Product knowledge
Problem Solving
customer service
Relationship Building
Team collaboration
Client communication
Sales Strategy
Investment Knowledge
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Sales Associate Personal Investors is between $35,000 to $50,000 per year. However, this can vary depending on factors such as location, experience, and company size. Some Sales Associate Personal Investors may also receive commission or bonuses on top of their base salary. Additionally, those with advanced education or certifications in finance and investments may earn higher salaries.
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T. Rowe Price Group, Inc. is an American publicly owned global investment management firm that offers funds, advisory services, account management, and retirement plans and services for individuals, institutions, and financial intermediaries.
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