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SalaryThere is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.
ABOUT THIS POSITION
As a Workplace Sales Associate, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Financial Consultant who will deliver enhanced personalized consultations or offer products/services based on their needs. Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support.
T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!
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 a High-Value Financial Consultant to advance the relationship.
- 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.
QUALIFICATIONS
- Bachelor's degree or the equivalent combination of education and relevant experience
- 0+ years of total relevant work experience
FINRA REQUIREMENTS
- This role requires the FINRA Series 7 and 66 licenses which must be obtained within first 6 months of hire if not currently held. Dedicated paid time and resources are provided to support through the licensing process.
WORK FLEXIBLITY
- This role is eligible for remote work up to two days a week after the successful completion of a training program.
PREFERRED QUALIFICATIONS
- Sales experience
- Financial industry experience
- Fully licensed candidate (currently holds 7 and 66)
REGIONAL REQUIREMENTS
Base salary range:
$52,500 - $89,000 USD
For the location of:
Colorado
- Expected starting salary for this role is $62,000.
Placement within the range provided above is based on the individual’s relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until 7/31/24.
Commitment to Diversity, Equity, and Inclusion:
We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day.
Benefits: We invest in our people through a wide range of programs and benefits, including:
- Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions
- Flexible and remote work opportunities
- Health care benefits (medical, dental, vision)
- Tuition assistance
- Wellness programs (fitness reimbursement, Employee Assistance Program)
Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates’ well-being and addressing the needs of our clients, business, and communities is unwavering.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
