Financial Services Representative

2 weeks ago


Owings Mills, Maryland, United States T. Rowe Price Group, Inc. Full time
Key Responsibilities

Serve as the primary point of contact for clients seeking financial guidance and education on investment, retirement, and education planning strategies.

Deliverables
  • Meet defined sales targets and quality of conversation metrics
  • Develop and maintain strong relationships with clients to understand their financial needs and goals
  • Provide tailored advice and solutions to clients to help them achieve their financial objectives
Requirements

Strong communication and interpersonal skills, with the ability to build trust and rapport with clients

Knowledge of financial products and services, with a focus on investment, retirement, and education planning

Ability to work in a fast-paced environment and meet sales targets



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