Retirement – Regional Sales Specialist – Upper Midwest
Listed on 2026-01-12
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Sales
Business Development, Sales Representative -
Business
Business Development
Retirement – Regional Sales Specialist – Upper Midwest
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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.
Summary
The Retirement Regional Sales Specialist (RSS) develops and maintains relationships within regionally assigned territories serving as the primary sales resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel. In this specialized role the RSS maintains a highly leveraged sales and relationship management intersection to optimally engage this broad client landscape with elevated frequency because of the RSS sales resource capabilities.
Responsibilities- Relationship Management:
The Regional Sales Specialist works to optimize client coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented Retirement Plan Advisors, External Wholesalers and Insurance partners. These intermediary client constituents are strategically targeted because of their essential point‑of‑sale influence to defined contribution plans. The incumbent is personally accountable to increase TRP investment flows, elevate TRP brand awareness and foster client loyalty through the consultative engagement and promotion of TRP investments and collateral sales resources by means of proactive outbound call initiatives, e‑mail campaigns and other conventional forms of communication.
The incumbent advocates on behalf of the firm’s internal mutual fund policies providing investment reviews to sophisticated audiences. Accountable for maintaining a high level of industry knowledge, familiarity of the client’s business strategy, product, and distribution structure. The function is benchmarked on internal and third‑party satisfaction ratings, net new flows, new wins, call‑profiling completed and other pertinent KPIs. - Business Development:
Accountable for new business development with targeted Retirement Plan Advisor prospects within region or by cross‑selling to advisors and insurance partners. The Role requires a high degree of investment and product knowledge, sophisticated prospecting skills and the ability to influence astute advisors and internal/external platform wholesalers. The incumbent works independently on most opportunities but also maintains ownership of collaborating in a regional partnership with their respective TPD external business partners to proactively identify sales opportunities and deepen overall territory management efficiencies.
Serves as the main point of contact for highly leverageable intermediary client engagements. - Territory Management:
The incumbent maintains ownership of prioritized clients developed in conjunction with DS management. Identifies key short and long‑term opportunities and tracks territory sales measurements towards attainment of sales/service goals and overall growth of territory. Works with internal counterpart to develop annual client service plans for…
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