Associate Sales Consultant (Workplace)

T. Rowe Price is a global asset management organization that provides investment solutions to individuals, advisors, institutions, and retirement plan sponsors. The company is seeking an Associate Sales Consultant for its Workplace division, who will be responsible for servicing and deepening participant relationships, providing retirement strategy and insights, and identifying high-value participants to be referred to a Financial Consultant.

Requirements

• 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 a High-Value Financial Consultant
• Demonstrate a consultative approach to gain a thorough understanding of the participant's needs and offer appropriate solutions
• Retain assets through education and guidance of available plan-specific and general distribution options
• Deliver on defined sales targets and other role-based responsibilities
• Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients
• Develop and maintain proficient knowledge of T. Rowe Price products and services
• Follow up with clients from inbound retention opportunities
• Participate in special projects and performs other duties as assigned

Benefits

• Competitive compensation
• Annual bonus eligibility
• A generous retirement plan
• Hybrid work schedule
• Health and wellness benefits, including online therapy
• Paid time off for vacation, illness, medical appointments, and volunteering days
• Family care resources, including fertility and adoption benefits