The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience. You will partner with the RPS Core Market territory sales team to achieve strategic goals for the year. You will build and maintain relationships with Financial Advisors and Third Party Administrators in your respective territories. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process. You are also responsible for building industry experience, proactively researching trends in the marketplace, and understanding clients’ business needs.
Responsibilities
Relationship Management - We work with assigned external sales partner(s) in optimizing client coverage within a territory. This work includes both encouraging existing relationships to deepen and broaden those with T. Rowe Price, while also strategically prospecting to discover relationships that could be mutually beneficial. You're accountable for aiding your external partner(s) in elevating T. Rowe Price’s brand awareness, building client loyalty, growing the distribution of the firm's products, and driving sales among financial advisors and third party administrators within their territories.
Business Development - You develop new business with your territory partner(s). You are collaborative in identifying sales opportunities, deepen overall territories, and sell to prospects as well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non-client engagement activities.
Territory Management - We apply various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. This allows you to have lists of prioritized advisors. You document territory sales measurements towards attainment of sales/service goals and overall growth of territory. You're developing territory plans and helping to guide its progress.
Sales Support - In partnership with your external(s), you deliver on preparation and follow-up items that help ensure they are prepared when in the field. This includes but is not limited to the following activities such: proposal generation, post meeting follow-up emails and outbound calls to advisors/third party administrators, finals meeting preparation, onboarding task completion, coordination with Service team and or implementation team(s)
Travel/Client Facing Engagements - You may attend periodic industry conferences. Regular territory travel with their territory partner(s) is also required.
CRM - Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. You're encouraged to provide insight and proactive ideas for improvement to optimize internal/external salespeople's time as well as to build improved client experience.
Qualifications
Required:
Preferred:
Extensive knowledge of the financial service industry
A passion for keeping up to date in the economy and financial services industry
Strong consultative, client service, and relationship building skills
Strong interpersonal skills and ability to flex to the client
Motivated by a collaborative and driven environment
Flexibility and the ability to grow and change within an evolving organization
Proven results using a consultative sales process
High attention to detail and documentation process
FINRA Requirements
FINRA licenses are required and will be supported for this role (Please see under required qualification).
Work Flexibility
This role is eligible for remote work up to two days a week.
Regional Requirements:
Base salary range:
$82,000 - $139,000 USD
For the location of:
Colorado
*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 will be available until: 8/1/2024
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.