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 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 from inbound retention opportunities.
Participate in special projects and performs other duties as assigned.

Bachelor's degree or the equivalent combination of education and relevant experience
0+ years of total relevant work experience
Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy
Preferred: Sales experience
Preferred: Financial industry experience
Preferred: Fully licensed candidate (currently holds 7 and 66)

Competitive compensation
Annual bonus eligibility
A generous retirement plan
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

Associate Sales Consultant – Workplace

Key skills