T. Rowe Price

1 week ago

Sr. Sales Specialist, Workplace

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Serve as the initial point of contact for inbound participant requests and build/deepen retirement plan relationships by providing foundational retirement strategy and investment/account information. Identify and qualify participants for referrals to Retirement Specialists or Financial Consultants, using a consultative approach to resolve complex issues and recommend plan distribution options. Meet defined sales targets while strengthening product and industry knowledge and guiding clients on relevant legal, tax, and regulatory considerations.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Facilities, Workplace & Physical Operations

Seniority: Mid 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; resolve complex account issues.
•Identify and qualify participants to be referred to Retirement Specialists and/or Financial Consultants to advance relationships.
•Use a consultative approach to understand participant needs and offer appropriate solutions.
•Retain assets by educating participants and guiding plan-specific and general distribution options. Deliver on defined sales targets.

Pay and Benefits

Salary: USD 61,000 - 74,500 annually

Perks:Annual BonusRetirementHealth InsurancePaid LeaveHybrid WorkFertility Benefits

Key Requirements

•Bachelor’s degree or the equivalent combination of education and relevant experience.
•4+ years of total relevant work experience.
•FINRA SIE, Series 7, and 66 licenses to be obtained within the designated window per the Global Distribution licensing policy.
•Exceptional client service skills with strong communication skills.
•Demonstrate sound judgment, problem-solving skills, and a strong focus on compliance and risk mitigation.

Experience:4+ years

Education:Bachelor's

Skills:Client serviceCommunicationConsultative approachProblem-solvingCompliance focus

Licenses:FINRA SIESeries 7Series 66

Certifications:FINRA SIESeries 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

Website LinkedIn

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T. Rowe Price

1 week ago

Sr. Sales Specialist, Workplace

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 21 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Facilities, Workplace & Physical Operations

Seniority: Mid 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; resolve complex account issues.
•Identify and qualify participants to be referred to Retirement Specialists and/or Financial Consultants to advance relationships.
•Use a consultative approach to understand participant needs and offer appropriate solutions.
•Retain assets by educating participants and guiding plan-specific and general distribution options. Deliver on defined sales targets.

Pay and Benefits

Salary: USD 61,000 - 74,500 annually

Perks:Annual BonusRetirementHealth InsurancePaid LeaveHybrid WorkFertility Benefits

Key Requirements

•Bachelor’s degree or the equivalent combination of education and relevant experience.
•4+ years of total relevant work experience.
•FINRA SIE, Series 7, and 66 licenses to be obtained within the designated window per the Global Distribution licensing policy.
•Exceptional client service skills with strong communication skills.
•Demonstrate sound judgment, problem-solving skills, and a strong focus on compliance and risk mitigation.

Experience:4+ years

Education:Bachelor's

Skills:Client serviceCommunicationConsultative approachProblem-solvingCompliance focus

Licenses:FINRA SIESeries 7Series 66

Certifications:FINRA SIESeries 7Series 66

Company Brief

T. Rowe Price

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

Website LinkedIn