Sr. Sales Specialist – Workplace

Sr. Sales Specialist – Workplace

Requirements

• Bachelor’s degree or the equivalent combination of education and relevant experience
• This role requires the FINRA Series 7 and 66 licenses which must be obtained within first 6 months of hire if not currently held
• Exceptional client service skills with strong communication skills
• Possess intellectual curiosity and interest in developing business and financial acumen
• Demonstrate sound judgment, problem-solving skills, and hyper focused on compliance and risk mitigation
• The ability to thrive in a fast-paced work environment and adapt to a wide variety of internal and external factors, all while pursuing excellence with passion and humility

Responsibilities

• 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 Retirement Specialists and/or Financial Consultants 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 perform other duties as assigned

Preferred Qualifications

• 4+ years of total relevant work experience within the financial services industry