Associate Sales Consultant (Personal Investors)

T. Rowe Price is a premier global asset management organization with over 85 years of experience, providing investment solutions to a diverse clientele. The Sales Associate for Personal Investors will focus on driving net new flows and retaining assets by offering education and guidance to clients in their financial planning journey.ResponsibilitiesServe as the initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)Deliver on defined sales targets, quality of conversations, and other role-based responsibilitiesDevelop and maintain proficient knowledge of T. Rowe Price products and servicesDrive client satisfaction and support asset retention efforts with established relationships of Core Personal Investors clients by understanding their broader investment planning needsLeverage financial acumen to manage multiple clients in different stages of the buying processUse a consultative sales approach to uncover additional opportunities for consolidation or additional sales opportunities through skilled questioning and win business by effectively branding TRP solutions (outside assets, external referrals, etc.)Nurture client relationship and brand loyalty with effective and consistent process to move opportunities forwardCapitalize on internal referrals to maximize relationships with existing clients and deliver new investor relationships to the firmLiaise with internal partners to ensure clients receive appropriate solutionsSkillsBachelor's degree or the equivalent combination of education and relevant experience0+ years of total relevant work experienceFINRA Series 7 and 66Sales experienceFinancial industry experienceFully licensed candidate (currently holds 7 and 66)BenefitsCompetitive compensationAnnual bonus eligibilityA generous retirement planHybrid work scheduleHealth and wellness benefits, including online therapyPaid time off for vacation, illness, medical appointments, and volunteering daysFamily care resources, including fertility and adoption benefitsCompany OverviewT. Rowe Price is an investment management firm that focuses on funding technology startups. It was founded in 1937, and is headquartered in Baltimore, Maryland, USA, with a workforce of 5001-10000 employees. Its website is http://www.troweprice.com.



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