
Sales Associate Workplace Investors
Are you a highly motivated individual with a passion for sales and investing? Do you thrive in a fast-paced, dynamic environment? T. Rowe Price is seeking a Sales Associate for our Workplace Investors team who is driven to achieve results and provide exceptional service to our clients. This role offers the opportunity to work with a leading global investment management firm and contribute to the success of our clients' retirement savings. Join our team and make a meaningful impact on the financial future of individuals and organizations.
- Develop and maintain strong relationships with current and potential clients to promote the T. Rowe Price brand and drive sales.
- Actively seek out and engage with new leads and prospects to expand the client base and grow the business.
- Utilize knowledge of investment products and services to effectively communicate and educate clients on their retirement savings options.
- Collaborate with team members to develop and implement sales strategies and tactics to achieve individual and team goals.
- Conduct presentations, seminars, and webinars to educate clients and prospects on T. Rowe Price products and services.
- Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring a positive client experience.
- Monitor market trends and competitor activity to identify opportunities and make recommendations for business growth.
- Maintain accurate and up-to-date records of client interactions and sales activities in the CRM system.
- Stay current on industry and regulatory changes and communicate relevant updates to clients and colleagues.
- Act as a brand ambassador for T. Rowe Price and represent the company at industry events and conferences.
- Continuously enhance knowledge of T. Rowe Price products and services, as well as industry trends and best practices.
- Collaborate with other departments, such as marketing and product development, to provide valuable insights and feedback from client interactions.
- Meet and exceed individual and team sales targets to contribute to the overall success of the Workplace Investors team.
- Embody T. Rowe Price's values of integrity, accountability, and client focus in all interactions and decisions.
Strong Knowledge Of Investment Products And Financial Markets: A Sales Associate At T. Rowe Price Should Possess A Thorough Understanding Of Various Investment Products And Financial Markets To Effectively Communicate And Sell To Potential Workplace Investors.
Excellent Communication And Interpersonal Skills: The Ability To Build Relationships, Listen Actively, And Effectively Communicate Complex Financial Information Is Crucial For A Sales Associate To Succeed In This Role.
Proven Sales Track Record: T. Rowe Price Is Looking For Candidates With A Demonstrated Track Record Of Meeting And Exceeding Sales Targets In A Similar Role.
Familiarity With Retirement Plans And Employer-Sponsored Benefits: The Ideal Candidate Should Have A Solid Understanding Of Retirement Plans, Such As 401(K) And 403(B), And Employer-Sponsored Benefits To Effectively Advise And Guide Workplace Investors.
Series 7 And 63 Licenses: T. Rowe Price Requires Its Sales Associates To Hold The Series 7 And 63 Licenses As They Are Necessary To Sell Investment Products And Services To Clients. Candidates With These Licenses Will Have A Competitive Edge.
Communication Skills
Networking
Time Management
Negotiation skills
Product knowledge
Problem Solving
customer service
Relationship Building
Teamwork
Sales Techniques
Financial Knowledge
Investment Products
Communication
Conflict Resolution
Leadership
Time management
Interpersonal Skills
creativity
flexibility
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Sales Associate Workplace Investors is $40,000-$60,000 per year. However, the salary can vary depending on factors such as the company, location, experience, and performance. Some sales associates may also receive commission or bonuses based on their sales performance.
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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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