Sr. Sales Specialist; Workplace

Position: Sr. Sales Specialist (Workplace)
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.

* 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 Retirement Specialists and/or Financial Consultants 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
* Bachelor's degree or the equivalent combination of education and relevant experience
* FINRA Series 7 and 66 (must be obtained within first 6 months)
* 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

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.  We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
Competitive compensation  Health and wellness benefits, including online therapy  Family care resources, including fertility and adoption benefits
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