Job Description

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. 

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.  

Join us for the opportunity to grow and make a difference in ways that matter to you. 

Role Summary

As a Senior Sales Specialist, 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 Retirement Specialist or Financial Consultant who will deliver enhanced personalized consultations. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support.

Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. 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 Retirement Specialists and/or Financial Consultants 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 perform other duties as assigned

Qualifications

Required:

Bachelor's degree or the equivalent combination of education and relevant experience
FINRA Series 7 and 66 (must be obtained within first 6 months)
Exceptional client service skills with strong communication skills
Possess intellectual curiosity and interest in developing business and financial acumen
Demonstrate sound judgment, problem-solving skills, and hyper focused on compliance and risk mitigation
The ability to thrive in a fast-paced work environment and adapt to a wide variety of internal and external factors, all while pursuing excellence with passion and humility

Preferred:

4+ years of total relevant work experience within the financial services industry

FINRA Requirements

FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support through the licensing process.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program.

Base Salary Ranges

Please review the job posting for the location of this specific opportunity.