Hybrid (eligible for remote work up to one day a week after successful training)
Provide education and guidance to personal investors
Drive net new flows and retain assets
Deliver on defined sales targets
T. Rowe Price is seeking an Associate Sales Consultant for Personal Investors, primarily focusing on driving net new client flows and asset retention within the Individual Investors organization. The role emphasizes educating clients on investment and financial planning, requiring a consultative sales approach and relevant financial industry experience
Job Summary
Serve as the initial point of contact for prospects and existing clients seeking education and advice on financial needs.
Leverage financial acumen to manage multiple clients in different stages of the buying process using a consultative sales approach.
T. Rowe Price offers unparalleled active management products and services, providing resources and benefits to support career paths and enrich life.
Matching Summary
Match Score: 75
T. Rowe Price is seeking an Associate Sales Consultant for Personal Investors, primarily focusing on driving net new client flows and asset retention within the Individual Investors organization. The role emphasizes educating clients on investment and financial planning, requiring a consultative sales approach and relevant financial industry experience.
Salary
$67,000 - $93,000
Skills & Requirements
Must-have
Provide education and guidance to personal investors
Drive net new flows and retain assets
Deliver on defined sales targets
Understand investment and financial planning goals
Nice-to-have
Collaborative and supportive team environment
Contribute to client success in investment planning