Associate Sales Consultant (Personal Investors)
Core
Provide education and guidance to Core Personal Investors to drive net new flows and retain assets within the Individual Investors organization.
Role type
Associate Sales Consultant (Personal Investors)
Builds
Investment solutions and retirement planning services for individual investors
Domain
Asset Management / Personal Finance
Deliverable
client delivery
Required skills
Consultative sales, financial acumen, client relationship management, product knowledge, opportunity identification
Preferred skills
Sales experience, financial industry experience, Series 7 and 66 licenses
Technologies
T. Rowe Price investment products and services
Responsibilities
Serve as initial point of contact for prospects and existing clients, deliver on defined sales targets, develop proficient knowledge of products, drive client satisfaction and asset retention, leverage financial acumen to manage clients in different buying stages, use consultative sales approach to uncover opportunities, nurture client relationships, capitalize on internal referrals, liaise with internal partners
Seniority
Entry-level, 0+ years experience