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 av... more details
There 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 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 AND 4+ years of total relevant work experience
- 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
FINRA REQUIREMENTS
- FINRA licenses are required and will be supported for this role. Series SIE, 6, and 63 are required to be obtained within 6 months of accepting the role.
WORK FLEXIBLITY
- This role is eligible for remote work up to two days a week after the successful completion of a training program.
REGIONAL REQUIREMENTS
Base salary range:
$44,500 - $71,500 USD
For the location of:
Colorado
*Expected starting salary for this role is $54,000 plus a targeted annual bonus.
Base salary range:
For the location of:
Colorado Springs, CO
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:
07/31/2024
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.
