Job Information
T. Rowe Price Outbound Sales Associate in Owings Mills, Maryland
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.
At T. Rowe Price, our primary goal is providing world class service to our clients. Begin a career with a top global financial firm with 80+ years of success in the industry. Every associate contributes to changing the lives of those we serve for the better. We do this by building relationships that broaden our clients’ understanding of their own retirement planning. S erving our retirement plan participants is at the heart of our purpose. That starts with you.
As an Outbound Sales Associate, you will play an integral role in the success of our organization. Through various internal campaigns, you will be responsible for proactive outreach to existing plan participants to position the value of connecting with a licensed Financial Consultant for a personalized retirement consultation. You will focus on deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support. Come join our team today!
In this role, you will:
Serve as the initial point of contact through proactive outreach for targeted campaigns.
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 regarding retention opportunities.
Participate in special projects and performs other duties as assigned.
Provide support for inbound participant service requests. Respond to requests for investment, mutual fund, and account information. Resolve complex account issues.
What it takes
This job requires regulatory licenses and/or registrations. Series 7 and 66 are required to be obtained within 6 months of accepting the role.
Minimum one year of related work experience required. Experience working with retirement plans preferred.
Undergraduate degree or equivalent combination of training and experience required.
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.
Qualifications
Required:
Bachelor's degree or the equivalent combination of training and relevant experience
1+ years of total relevant work experience
FINRA Series 7/66 (Must obtain within 90 days of hire, dedicated study time will be provided)
Preferred:
2+ years of related experience
Chartered Retirement Planning Counselor (CRPC®)
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for remote work up to two days a week.
Regional Requirements:
Base salary range:
$52,500 - $89,000USD
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 is expected to be available until 10/1/24.
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.
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.
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on–now, and over the long term.
Not ready to apply? Join our Talent Community (https://troweprice.gr8people.com) !