Sales Associate Personal Investors

October 5, 2024

Industry: Private

Employment Type:- Full Time

Work Hours:- 8 Hours

Locations:- USA

Full Job Description:-

ABOUT THIS POSITION

As a Sales Associate Personal Investors, you will provide education and/or guidance to T. Rowe Price’s Core Personal Investors. The primary of objective is to drive net new flows and retain assets within the Individual Investors organization. Our consistently successful Sales Associates are focused on helping clients achieve their short- and long-term investment and financial planning goals along with ownership of their individual success in a collaborative, supportive team-oriented environment. Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process.

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!

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RESPONSIBILITIES

Serve as the initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
Deliver on defined sales targets, quality of conversations, and other role-based responsibilities.
Develop and maintain proficient knowledge of T. Rowe Price products and services.
Drive client satisfaction and support asset retention efforts with established relationships of Core Personal Investors clients by understanding their broader investment planning needs.
Leverage financial acumen to manage multiple clients in different stages of the buying process.
Use a consultative sales approach to uncover additional opportunities for consolidation or additional sales opportunities through skilled questioning and win business by effectively branding TRP solutions (outside assets, external referrals, etc.)
Nurture client relationship and brand loyalty with effective and consistent process to move opportunities forward.
Capitalize on internal referrals to maximize relationships with existing clients and deliver new investor relationships to the firm.
Liaise with internal partners to ensure clients receive appropriate solutions.

QUALIFICATIONS

Bachelor's degree or the equivalent combination of education and relevant experience
0+ years of total relevant work experience

PREFERRED

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

FINRA Requirements

FINRA licenses are required and will be supported for this role. This role requires the FINRA Series 7 and 66 licenses which must be obtained within first 6 months of hire if not currently held. Dedicated paid time and resources are provided to support through the licensing process.

WORK FLEXIBLITY

This role is eligible for remote work up to two days a week after the successful completion of a training program.

WHAT TO EXPECT AFTER APPLYING

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 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
A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.