Financial Consultant (workplace Investors)

T. Rowe Price UK

Maryland, US
Base: $80,000 - $117,000; bonus/equity: annual bon...
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Retirement strategies and insights
Consultative conversations
Sales and retention of assets
** T. Rowe Price is seeking a Financial Consultant to join their dedicated sales team, focusing on delivering retirement planning insights and services to clients. The role requires a consultative approach to client interactions and aims to enhance participants' financial well-being through education and support. **

Job Summary

  • Provide comprehensive consultations to participants over the phone as part of dedicated sales team model for high value retirement plan participants.
  • Acquire new assets for the firm through on-going consultation follow-up conversations.
  • This role is eligible for hybrid work, with up to one day per week from home.

Matching Summary

Match Score: 75

** T. Rowe Price is seeking a Financial Consultant to join their dedicated sales team, focusing on delivering retirement planning insights and services to clients. The role requires a consultative approach to client interactions and aims to enhance participants' financial well-being through education and support. **

Salary

Base: $80,000 - $117,000; Bonus/Equity: Annual bonus eligibility; Benefits: Health and wellness benefits, retirement plan, PTO

Skills & Requirements

Must-have

  • Retirement strategies and insights
  • Consultative conversations
  • Sales and retention of assets
  • Inbound and/or phone-based sales

Nice-to-have

  • Collaborative culture
  • Spirit of generosity
  • Independent approach to investing
  • Client-centric approach

Key Requirements

  • Bachelor's degree or equivalent experience
  • 2+ years of inbound/phone-based sales experience
  • FINRA Series 7 and 66 licenses

Work Rights

Not specified

Tailored Resume

Cover Letter