Associate Sales Consultant (Workplace)
Core
Serve as the initial point of contact for inbound participant service requests, resolve complex account issues, and identify high-value participants for referral to Financial Consultants.
Role type
Associate Sales Consultant (Workplace)
Builds
T. Rowe Price retirement and investment solutions for participants
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
consultative approach, product knowledge, regulatory compliance, relationship management, sales targets, complex issue resolution
Preferred skills
sales experience, financial industry experience, Series 7 and 66 licenses
Technologies
T. Rowe Price products and services
Responsibilities
Respond to inbound requests for investment and account information, qualify participants for high-value consultations, retain assets through education and guidance, deliver on sales targets, understand legal and tax issues, maintain product knowledge, follow up on retention opportunities.
Seniority
Entry-level, 0+ years experience