Associate Sales Consultant; Workplace

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At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi‑asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.

We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You’ll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you’ll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.

Join us for the opportunity to grow and make a difference in ways that matter to you.

As an Associate Sales Consultant for Workplace, 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 Financial Consultant who will deliver enhanced personalized consultations or offer products/services based on their needs.

Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. Our teams live the mission of helping our participants reach their long‑term financial goals through exemplary service, education, and support.

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!

• 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 High‑Value Financial Consultant 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.

Required:

• Bachelor’s degree or the equivalent combination of education and relevant experience
• 0+ years of total relevant work experience
• Series 7 and 66 licenses to be obtained within the designated window per the Global Distribution licensing policy

Preferred

• Sales experience
• Financial industry experience
• Fully licensed candidate (currently holds 7 and 66)

FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support you through the licensing process.

This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program.

• 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.
• If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our…