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Investment Sales Associate

2 months ago

Owings Mills, Maryland, United States T. Rowe Price Full time

About the Role:

We are seeking a highly motivated and results-driven Investment Sales Associate to join our team at T. Rowe Price. As a Sales Associate Personal Investors, you will play a critical role in providing education and guidance to our Core Personal Investors, driving net new flows and retaining assets within the Individual Investors organization.

Key Responsibilities:

  • Serve as the initial point of contact for prospects and existing clients seeking education and/or advice on their financial needs.
  • 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 by understanding clients' 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.

Requirements:

  • Bachelor's degree or the equivalent combination of education and relevant experience.
  • 0+ years of total relevant work experience.
  • Sales experience and financial industry experience are preferred.
  • Fully licensed candidate (currently holds 7 and 66) or willingness to obtain within the first 6 months of hire.

What We Offer:

  • Competitive compensation and annual bonus eligibility.
  • A generous retirement plan and hybrid work schedule.
  • Health and wellness benefits, including online therapy.
  • Paid time off for vacation, illness, medical appointments, and volunteering days.
  • Family care resources, including fertility and adoption benefits.

About T. Rowe Price:

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. Our commitment to diversity, equity, and inclusion is unwavering, and we strive for equity, equality, and opportunity for all associates.