Associate Sales Consultant (Personal Investors)

T. Rowe Price
Maryland, Colorado
Workplace: HybridFull timeUSD 67,000 - 93,000 annuallyFunction: Sales0Education: bachelorsSkills: ["Consultative selling","Client relationship management","Financial acumen","Questioning","Collaboration"]

Provide education and guidance to core personal investors by serving as an initial point of contact for prospects and existing clients. Drive net new flows and asset retention through consultative selling, meeting sales targets, and leveraging knowledge of T. Rowe Price products and services. Manage multiple clients at different stages of the buying process, nurture relationships and brand loyalty, and coordinate with internal partners to deliver appropriate solutions.

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T. Rowe Price
T. Rowe Price
2 months ago

Associate Sales Consultant (Personal Investors)

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Last checked: 7 days agoStatus: Live

Job Summary

Provide education and guidance to core personal investors by serving as an initial point of contact for prospects and existing clients. Drive net new flows and asset retention through consultative selling, meeting sales targets, and leveraging knowledge of T. Rowe Price products and services. Manage multiple clients at different stages of the buying process, nurture relationships and brand loyalty, and coordinate with internal partners to deliver appropriate solutions.
Location: Maryland, Colorado
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Serve as the initial point of contact for prospects and existing clients seeking education or advice for investment, retirement, and education planning.
  • •Deliver on defined sales targets and quality of conversations.
  • •Develop and maintain proficient knowledge of T. Rowe Price products and services.
  • •Drive client satisfaction and support asset retention by understanding broader investment planning needs.
  • •Use a consultative sales approach to uncover opportunities, drive win business, nurture relationships, and leverage internal referrals.

Pay and Benefits

Salary: USD 67,000 - 93,000 annually
Perks:Annual BonusRetirementHybrid WorkPaid LeaveOnline TherapyFertility BenefitsAdoption Benefits

Key Requirements

  • •Bachelor's degree (or the equivalent combination of education and relevant experience).
  • •0+ years of total relevant work experience.
  • •FINRA Series 7 and 66.
  • •Sales and/or financial industry experience (preferred).
  • •Fully licensed with Series 7 and 66 (preferred).
Education:Bachelor's
Skills:Consultative sellingClient relationship managementFinancial acumenQuestioningCollaboration
Licenses:FINRA Series 7FINRA Series 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