Associate Sales Consultant (Workplace)

T. Rowe Price
United States
Workplace: HybridFull timeUSD 67,000 - 93,000 annuallyFunction: Sales0Education: bachelorsSkills: ["Consultative approach","Client relationship management","Problem-solving","Sales targeting","Product knowledge"]

Serve as the initial point of contact for inbound participant requests for workplace retirement plans, resolving complex account issues and answering questions about investments, mutual funds, and account information. Qualify and refer high-value participants to a High-Value Financial Consultant, using a consultative approach to understand needs and recommend appropriate solutions. Retain assets through education and guidance while meeting sales targets and maintaining product knowledge.

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T. Rowe Price
T. Rowe Price
14 hours ago

Associate Sales Consultant (Workplace)

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Last checked: 14 hours agoStatus: Live

Job Summary

Serve as the initial point of contact for inbound participant requests for workplace retirement plans, resolving complex account issues and answering questions about investments, mutual funds, and account information. Qualify and refer high-value participants to a High-Value Financial Consultant, using a consultative approach to understand needs and recommend appropriate solutions. Retain assets through education and guidance while meeting sales targets and maintaining product knowledge.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Serve as the initial point of contact for inbound participant service requests.
  • •Respond to requests for investment, mutual fund, and account information and 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 understand participant needs and offer appropriate solutions.
  • •Deliver on defined sales targets and maintain proficient knowledge of products and services.

Pay and Benefits

Salary: USD 67,000 - 93,000 annually
Perks:Annual BonusRetirementHybrid WorkPaid LeaveHealth Insurance

Key Requirements

  • •Bachelor's degree (or equivalent combination of education and relevant experience).
  • •0+ years of total relevant work experience.
  • •Series 7 and 66 licenses to be obtained within the designated window.
  • •Ability to resolve complex account issues and respond to inbound participant requests.
  • •Familiarity with financial services industry, including legal, tax, and regulatory issues.
Experience:0Financial servicesRetirement planningAsset management
Education:Bachelor's
Skills:Consultative approachClient relationship managementProblem-solvingSales targetingProduct knowledge
Licenses:Series 7Series 66

Company Brief

T. Rowe Price
Global investment management firm offering mutual funds, retirement services, and advisory solutions for individual and institutional investors. Manages assets across equities, fixed income, multi-asset, and alternative strategies.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Baltimore, United States
Founded: 1937
WebsiteLinkedIn