Serve as initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
Assist with consolidation of assets via rollover, transfers, or direct from bank
Demonstrate a consultative sales approach utilizing our proprietary interaction model
Deliver on defined sales targets, quality of conversations, and other role-based responsibilities
Manage your time, CRM (Salesforce), and sales pipeline to prioritize your day
Utilize T. Rowe Price products and services to position needs-based solutions
Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients
Partner with our Advice and High Net Worth teams to ensure clients receive appropriate products and services, if necessary
Requirements
Bachelor's degree or the equivalent combination of education and relevant experience
2+ years of total relevant work experience
FINRA Series 7 and 66 licenses
Chartered Retirement Planning Counselor (CRPC®) *Must be obtained within designated window per Global Distribution licensing policy.
3+ years of sales experience working with individual investors
Client first mentality and passion for helping our clients plan for and achieve their financial goals
In-depth industry knowledge and strong pulse on current market events
Strong listening and verbal skills
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
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