Sales Associate Workplace Investors
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.
Financial industry experience
Sales experience preferred
This role requires the FINRA Series 7, and 66 licenses must be obtained within first 6 months of hire if not currently held
Relationship Management
Analytical skills (data driven)
Time management competent
Consultative approach
Driven and self-motivated
Prioritizing skills
Adaptability
Problem-solving and resourcefulness
Detail Oriented and Organized
Verbal and Written Communication
Multi tasker
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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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