Financial Consultant (Workplace Investors)

T. Rowe Price
Maryland, Colorado
Workplace: HybridFull timeUSD 80,000 - 117,000 annuallyFunction: SalesExperience: 2+ yearsEducation: bachelorsSkills: ["Consultative selling","Client relationship management","Problem-solving","Pipeline management","Adaptability"]

Provide fully licensed retirement planning consultations to workplace investors by phone, using a consultative sales approach to retain and grow plan participant assets. Develop and deliver T. Rowe Price retirement strategies and insights, guide clients through life-changing transitions, and manage a pipeline of opportunities. Collaborate with back-office teams to resolve inquiries and ensure accurate transactions, while meeting retention and sales targets in a fast-paced environment.

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T. Rowe Price
T. Rowe Price
2 months ago

Financial Consultant (Workplace Investors)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 days agoStatus: Live

Job Summary

Provide fully licensed retirement planning consultations to workplace investors by phone, using a consultative sales approach to retain and grow plan participant assets. Develop and deliver T. Rowe Price retirement strategies and insights, guide clients through life-changing transitions, and manage a pipeline of opportunities. Collaborate with back-office teams to resolve inquiries and ensure accurate transactions, while meeting retention and sales targets in a fast-paced environment.
Location: Maryland, Colorado
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Provide comprehensive phone consultations to retirement plan participants as part of a dedicated sales team model.
  • •Deliver consultative guidance and recommend products and services related to retirement planning during key life events.
  • •Manage participant asset objectives, portfolios, and next-step recommendations; retain assets through education and guidance.
  • •Acquire new assets through ongoing follow-up consultations and proactive coordination with current or prior providers.
  • •Maintain a pipeline of opportunities, meet retention and sales targets, resolve client inquiries, and participate in training.

Pay and Benefits

Salary: USD 80,000 - 117,000 annually
Perks:Annual BonusRetirementHybrid WorkHealth InsurancePaid LeaveFamily Care

Key Requirements

  • •Bachelor's degree or the equivalent combination of education and relevant experience.
  • •2+ years of total relevant work experience with inbound and/or phone-based sales.
  • •FINRA Series 7 and 66.
  • •Proficiency with retirement investment products and qualified retirement plans.
  • •CRPC or CFP designations (CRPC obtained within 180 days of hire).
Experience:2+ yearsRetirement planningFinancial services
Education:Bachelor's
Skills:Consultative sellingClient relationship managementProblem-solvingPipeline managementAdaptability
Licenses:FINRA Series 7FINRA Series 66
Certifications:CRPCCFP
Tech Stack:Microsoft SuiteSalesforceSynergy

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