At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
This role is a full-time teleworker role open to candidates currently residing in Chicago, Milwaukee, or Minnesota.
The Retirement Regional SalesSpecialist (RSS) develops and maintains relationships within regionally assigned territories serving as the primary sales resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel.
In this specialized role the RSS maintains a highly leveraged sales and relationship management intersection to optimally engage this broad client landscape with elevated frequency because of the RSS sales resource capabilities.
Responsibilities
Relationship Management: The Regional SalesSpecialist works to optimize client coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented Retirement Plan Advisors, External Wholesalers and Insurance partners. These intermediary client constituents are strategically targeted because of their essential point-of-sale influence to defined contribution plans. The incumbent is personally accountable to increase TRP investment flows, elevate TRP brand awareness and foster client loyalty through the consultative engagement and promotion of TRP investments and collateral sales resources by means of proactive outbound call initiatives, e-mail campaigns and other conventional forms of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. Accountable for maintaining a high level of industry knowledge, familiarity of the client's business strategy, product, and distribution structure. The function is benchmarked on internal and third-party satisfaction ratings, net new flows, new wins, call-profiling completed and other pertinent KPIs.
Business Development: Accountable for new business development with targeted Retirement Plan Advisor prospects within region or by cross-selling to advisors and insurance partners. The Role requires a high degree of investment and product knowledge, sophisticated prospecting skills and the ability to influence astute advisors and internal/external platform wholesalers. The incumbent works independently on most opportunities but also maintains ownership of collaborating in a regional partnership with their respective TPD external business partners to proactively identify sales opportunities and deepen overall territory management efficiencies. Serves as the main point of contact for highly leverageable intermediary client engagements.
Territory Management: The incumbent maintains ownership of prioritized clients developed in conjunction with DS management. Identifies key short and long-term opportunities and tracks territory sales measurements towards attainment of sales/service goals and overall growth of territory. Works with internal counterpart to develop annual client service plans for assigned clients within the region and monitors progress. Assesses territory client activity to identify trends, issues and opportunities. Partners with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement, Regional Sales Consultants to ensure consistency in delivery method and messaging. Strictly adheres to standard reporting practices to maintain and measure ongoing CRM data capture integrity.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
8+ years relevant work experience
This role requires FINRA Series 7 & 63 licenses
Willingness to travel 50-55% in sales territory required
This job is open to qualified candidates currently residing in Chicago, Milwaukee or Minnesota.
Preferred:
Advanced investment/product knowledge
Advanced oral and written communication skills
Advanced relationship management skills
Advanced phone and sales skills
Advanced interpersonal skills and goal-oriented personality
Advanced organizational skills
Team player
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$107,000.00 - $194,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$107,000.00 - $194,000.00 for the location of: Washington, D.C.
$107,000.00 - $194,000.00 for the location of: New York, California
Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until:
03/4/2026
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
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
Learn more about our benefits.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
External Description:
This role is a full-time teleworker role open to candidates currently residing in FL, GA, TN or NC.
The Retirement Regional SalesSpecialist (RSS) develops and maintains relationships within regionally assigned territories serving as the primary sales resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel.
In this specialized role the RSS maintains a highly leveraged sales and relationship management intersection to optimally engage this broad client landscape with elevated frequency because of the RSS sales resource capabilities.
Responsibilities
Relationship Management: The Regional SalesSpecialist works to optimize client coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented Retirement Plan Advisors, External Wholesalers and Insurance partners. These intermediary client constituents are strategically targeted because of their essential point-of-sale influence to defined contribution plans. The incumbent is personally accountable to increase TRP investment flows, elevate TRP brand awareness and foster client loyalty through the consultative engagement and promotion of TRP investments and collateral sales resources by means of proactive outbound call initiatives, e-mail campaigns and other conventional forms of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. Accountable for maintaining a high level of industry knowledge, familiarity of the client's business strategy, product, and distribution structure. The function is benchmarked on internal and third-party satisfaction ratings, net new flows, new wins, call-profiling completed and other pertinent KPIs.
Business Development: Accountable for new business development with targeted Retirement Plan Advisor prospects within region or by cross-selling to advisors and insurance partners. The Role requires a high degree of investment and product knowledge, sophisticated prospecting skills and the ability to influence astute advisors and internal/external platform wholesalers. The incumbent works independently on most opportunities but also maintains ownership of collaborating in a regional partnership with their respective TPD external business partners to proactively identify sales opportunities and deepen overall territory management efficiencies. Serves as the main point of contact for highly leverageable intermediary client engagements.
Territory Management: The incumbent maintains ownership of prioritized clients developed in conjunction with DS management. Identifies key short and long-term opportunities and tracks territory sales measurements towards attainment of sales/service goals and overall growth of territory. Works with internal counterpart to develop annual client service plans for assigned clients within the region and monitors progress. Assesses territory client activity to identify trends, issues and opportunities. Partners with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement, Regional Sales Consultants to ensure consistency in delivery method and messaging. Strictly adheres to standard reporting practices to maintain and measure ongoing CRM data capture integrity.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
8+ years relevant work experience
This role requires FINRA Series 7 & 63 licenses
Willingness to travel 50-55% in sales territory required
This job is open to qualified candidates currently residing in
FL, GA, TN or NC.
Preferred:
Advanced investment/product knowledge
Advanced oral and written communication skills
Advanced relationship management skills
Advanced phone and sales skills
Advanced interpersonal skills and goal-oriented personality
Advanced organizational skills
Team player
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: Retirement - Regional SalesSpecialist - FL, GA, TN, NC
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$79k-93k yearly est. 60d+ ago
Employee Benefits Sales Rep - Kansas City / St. Louis / Omaha
Oneamerica 4.5
Ada, KS jobs
At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!
Job Summary
This position is responsible for the satisfactory sales and service of Group products offered by AUL. This position contributes to the generation of new product sales and renewals of in-force groups.
Primary duties may include, but are not limited to:
* Produce within the assigned territory and achieve satisfactory sales results and submissions of OneAmerica/AUL products.
* Meet renewal objectives as established by the home office.
* Provide acceptable levels of service to producers and clients.
* Assist the Regional Vice President in the development and implementation of the RGO marketing plan. Operate within the RGO budget.
* Conduct sales and product seminars as necessary.
* Attend regularly scheduled manager one on ones and office meetings to help identify patterns, areas for improvement, and find ways to provide better experiences for our brokers and their clients. Remote setups use video technology and meet in person on a regular cadence.
* Manage assigned territory to achieve net quote activity levels that meet selling objectives.
* Use Group Market Share, MiEdge, and Salesforce data effectively to expand market presence and increase sales production.
* Develop a plan to achieve case activity targets that aligns to our core strategy.
Job Requirements
Required Education and/or Certifications
* Bachelor's Degree or any combination of education and experience which would provide an equivalent background.
* Life and Health license
Recommended Education and/or Certifications
* Proficient in Microsoft Office suite
Required Work Experience
* 3+ years of sales experience in Employee Benefits and/or related sales and marketing experience.
* High School Diploma required, or any combination of education and experience which would provide an equivalent background
Salary Band: S05
This selected candidate will be expected to work remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team-building and collaboration.
If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.
Disclaimer: OneAmerica Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
For all positions:
Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.
$43k-68k yearly est. 60d+ ago
Sales Rep Training Program (starting June 2026) - Atlanta, GA - Richmond, VA - Philadelphia, PA, Portland, ME
Oneamerica 4.5
Indianapolis, IN jobs
At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!
Job Summary
The Sales Representative I role is an entry level role designed to provide a holistic training experience for individuals to enter the group insurance industry, leading to full sales and/or service responsibility for a territory/geography within a 12-month timeframe. The role will receive mentorship, hands-on learning, and professional development designed to launch a career with confidence and competence related to group insurance products, positioning, sales fundamentals, relationship management, and financial acumen. This role is designed to serve as strong bench-strength for current territories while helping to fuel growth of future white-space expansion targeted geographies.
Primary duties may include, but are not limited to:
* Foundational Knowledge (25%)
* Employee benefits product knowledge.
* Broker relationship management.
* Sales fundamentals, underwriting, and compliance.
Business Immersion (25%)
* Collaboration with experienced sales leaders and mentors.
* Support of broker relationships, quoting, and proposal development.
* Participation in strategy sessions and internal sales planning.
Field Experience (25%)
* Join experience group reps in the field to meet brokers and observe client conversations.
* Present benefit solutions and begin managing sales activity.
* Gain hands-on experience with support and coaching.
* Take ownership of outreach, prospecting, and follow-ups.
Territory Business Development (25%)
* Eventual ownership of territory and broker relationships.
* Management of full sales cycle with manager support.
Job Requirements
Required Education and/or Certifications
* Bachelor's degree (or graduating college senior)
* Ability to obtain an insurance license within the first 60 days - training provided
Recommended Education and/or Certifications
* Proficient in Microsoft Office suite
Required Work Experience
* Any experience in sales is preferred but not required
Salary Band: S05
This selected candidate will be expected to work remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team-building and collaboration.
If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.
Disclaimer: OneAmerica Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
For all positions:
Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.
$61k-86k yearly est. 60d+ ago
Employee Benefits Sales Rep - Kansas City / St. Louis / Omaha
Oneamerica 4.5
Ava, MO jobs
At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship. We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together. Come be a part of this journey with us as we champion lives!
Job Summary
This position is responsible for the satisfactory sales and service of Group products offered by AUL. This position contributes to the generation of new product sales and renewals of in-force groups.
Primary duties may include, but are not limited to:
* Produce within the assigned territory and achieve satisfactory sales results and submissions of OneAmerica/AUL products.
* Meet renewal objectives as established by the home office.
* Provide acceptable levels of service to producers and clients.
* Assist the Regional Vice President in the development and implementation of the RGO marketing plan. Operate within the RGO budget.
* Conduct sales and product seminars as necessary.
* Attend regularly scheduled manager one on ones and office meetings to help identify patterns, areas for improvement, and find ways to provide better experiences for our brokers and their clients. Remote setups use video technology and meet in person on a regular cadence.
* Manage assigned territory to achieve net quote activity levels that meet selling objectives.
* Use Group Market Share, MiEdge, and Salesforce data effectively to expand market presence and increase sales production.
* Develop a plan to achieve case activity targets that aligns to our core strategy.
Job Requirements
Required Education and/or Certifications
* Bachelor's Degree or any combination of education and experience which would provide an equivalent background.
* Life and Health license
Recommended Education and/or Certifications
* Proficient in Microsoft Office suite
Required Work Experience
* 3+ years of sales experience in Employee Benefits and/or related sales and marketing experience.
* High School Diploma required, or any combination of education and experience which would provide an equivalent background
Salary Band: S05
This selected candidate will be expected to work remote. The candidate will also be expected to physically return to the office in CA, IN or ME as business needs dictate or for team-building and collaboration.
If you are offered and accept this position, please be advised that OneAmerica Financial does not have any offices located in the State of New York and OneAmerica Financial associates are not permitted to work remotely in the State of New York.
Disclaimer: OneAmerica Financial is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.
For all positions:
Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.
To learn more about our products, services, and the companies of OneAmerica Financial, visit oneamerica.com/companies.
External Description:
This role is a full-time teleworker role open to candidates currently residing in Chicago, Milwaukee, or Minnesota.
The Retirement Regional SalesSpecialist (RSS) develops and maintains relationships within regionally assigned territories serving as the primary sales resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel.
In this specialized role the RSS maintains a highly leveraged sales and relationship management intersection to optimally engage this broad client landscape with elevated frequency because of the RSS sales resource capabilities.
Responsibilities
Relationship Management: The Regional SalesSpecialist works to optimize client coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented Retirement Plan Advisors, External Wholesalers and Insurance partners. These intermediary client constituents are strategically targeted because of their essential point-of-sale influence to defined contribution plans. The incumbent is personally accountable to increase TRP investment flows, elevate TRP brand awareness and foster client loyalty through the consultative engagement and promotion of TRP investments and collateral sales resources by means of proactive outbound call initiatives, e-mail campaigns and other conventional forms of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. Accountable for maintaining a high level of industry knowledge, familiarity of the client's business strategy, product, and distribution structure. The function is benchmarked on internal and third-party satisfaction ratings, net new flows, new wins, call-profiling completed and other pertinent KPIs.
Business Development: Accountable for new business development with targeted Retirement Plan Advisor prospects within region or by cross-selling to advisors and insurance partners. The Role requires a high degree of investment and product knowledge, sophisticated prospecting skills and the ability to influence astute advisors and internal/external platform wholesalers. The incumbent works independently on most opportunities but also maintains ownership of collaborating in a regional partnership with their respective TPD external business partners to proactively identify sales opportunities and deepen overall territory management efficiencies. Serves as the main point of contact for highly leverageable intermediary client engagements.
Territory Management: The incumbent maintains ownership of prioritized clients developed in conjunction with DS management. Identifies key short and long-term opportunities and tracks territory sales measurements towards attainment of sales/service goals and overall growth of territory. Works with internal counterpart to develop annual client service plans for assigned clients within the region and monitors progress. Assesses territory client activity to identify trends, issues and opportunities. Partners with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement, Regional Sales Consultants to ensure consistency in delivery method and messaging. Strictly adheres to standard reporting practices to maintain and measure ongoing CRM data capture integrity.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
8+ years relevant work experience
This role requires FINRA Series 7 & 63 licenses
Willingness to travel 50-55% in sales territory required
This job is open to qualified candidates currently residing in Chicago, Milwaukee or Minnesota.
Preferred:
Advanced investment/product knowledge
Advanced oral and written communication skills
Advanced relationship management skills
Advanced phone and sales skills
Advanced interpersonal skills and goal-oriented personality
Advanced organizational skills
Team player
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: Retirement - Regional SalesSpecialist - Upper Midwest
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$79k-93k yearly est. 60d+ ago
Retirement - Regional Sales Specialist - Great Lakes
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
External Description:
This role is a full-time teleworker role open to candidates currently residing in Indianapolis, Columbus, Ohio or Michigan.
The Retirement Regional SalesSpecialist (RSS) develops and maintains relationships within regionally assigned territories serving as the primary sales resource for prospecting and relationship management engagements to segmented Retirement Plan Advisors and B2B Intermediary Sales Professionals in the defined contribution investment only (DCIO) distribution channel along with our insurance partners on the variable annuity channel.
In this specialized role the RSS maintains a highly leveraged sales and relationship management intersection to optimally engage this broad client landscape with elevated frequency because of the RSS sales resource capabilities.
Responsibilities
Relationship Management: The Regional SalesSpecialist works to optimize client coverage within a specified region. The RSS serves primarily in an external capacity and maintains ownership of cultivating relationships with regionally segmented Retirement Plan Advisors, External Wholesalers and Insurance partners. These intermediary client constituents are strategically targeted because of their essential point-of-sale influence to defined contribution plans. The incumbent is personally accountable to increase TRP investment flows, elevate TRP brand awareness and foster client loyalty through the consultative engagement and promotion of TRP investments and collateral sales resources by means of proactive outbound call initiatives, e-mail campaigns and other conventional forms of communication. The incumbent advocates on behalf of the firm's internal mutual fund policies providing investment reviews to sophisticated audiences. Accountable for maintaining a high level of industry knowledge, familiarity of the client's business strategy, product, and distribution structure. The function is benchmarked on internal and third-party satisfaction ratings, net new flows, new wins, call-profiling completed and other pertinent KPIs.
Business Development: Accountable for new business development with targeted Retirement Plan Advisor prospects within region or by cross-selling to advisors and insurance partners. The Role requires a high degree of investment and product knowledge, sophisticated prospecting skills and the ability to influence astute advisors and internal/external platform wholesalers. The incumbent works independently on most opportunities but also maintains ownership of collaborating in a regional partnership with their respective TPD external business partners to proactively identify sales opportunities and deepen overall territory management efficiencies. Serves as the main point of contact for highly leverageable intermediary client engagements.
Territory Management: The incumbent maintains ownership of prioritized clients developed in conjunction with DS management. Identifies key short and long-term opportunities and tracks territory sales measurements towards attainment of sales/service goals and overall growth of territory. Works with internal counterpart to develop annual client service plans for assigned clients within the region and monitors progress. Assesses territory client activity to identify trends, issues and opportunities. Partners with other key TPD stakeholders in developing advisor and platform wholesaler engagement themes/campaigns. The incumbent collaborates with the Head of Retirement, Regional Sales Consultants to ensure consistency in delivery method and messaging. Strictly adheres to standard reporting practices to maintain and measure ongoing CRM data capture integrity.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
8+ years relevant work experience
This role requires FINRA Series 7 & 63 licenses
Willingness to travel 50-55% in sales territory required
This job is open to qualified candidates currently residing in Indianapolis, Columbus, OH or Michigan.
Preferred:
Advanced investment/product knowledge
Advanced oral and written communication skills
Advanced relationship management skills
Advanced phone and sales skills
Advanced interpersonal skills and goal-oriented personality
Advanced organizational skills
Team player
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: Retirement - Regional SalesSpecialist - Great Lakes
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$79k-93k yearly est. 60d+ ago
ETF Sales Specialist (ESS) - Central
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
External Description:
The ETF SalesSpecialist (ESS) will be focused on developing and executing the firm's distribution initiatives related to the sale of Exchange Traded Funds (ETF) through US-based intermediaries. The role will report to a senior sales leader in USI Wealth with a dotted line to the lead ETF subject matter expert on the ETF Investment Team. The ETF SalesSpecialist will support a sales strategy to ensure T. Rowe Price is maximizing its sales of ETFs in partnership with field sales teams across segments with financial advisors. This role will cover the Central territory of the U.S. and frequent travel will be required.
Responsibilities
Partner with and support field salespeople in identifying, qualifying, engaging, and impacting the adoption of ETFs within the territory's advisor clients and prospects.
Responsible for driving ETF sales results directly with a defined client list of ETF power users including RIAs, ETF strategists, robo advisors, financial advisors, and asset managers.
Partner with ETF enablement, sales distribution, and data teams (i.e. Broadridge and 13F data sources) to ensure we're effectively using relevant data to target the highest value ETF users across Wealth Management segments.
Maintain in-depth knowledge and profile of assigned ETF clients, their sensitivities, and their business needs to effectively influence their decision-making.
Lead efforts with various T. Rowe Price distribution teams on training/education on our ETFs, with a particular focus on go-to-market needs including client facing marketing collateral and training needs.
Serve as a subject-matter-expert on ETFs, the ETF landscape, and capital markets ecosystem in client facing discussions to further the distribution of ETFs through financial advisors.
Travel extensively with field team to engage advisor clients and provide 1-on-1 teaching to sales team on ETF subject matter.
Maintain and be aware of full ETF opportunity pipeline with intentional focus to serve, in multiple capacities, as a resource to win these business opportunities.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience
10+ years of total relevant work experience
5 years of ETF distribution experience
Series 7 and 63 licensing
Ability to travel
Preferred:
Advanced degree or designation
Exceptional communication skills including written, verbal, and delivering presentations
Experience with the U.S. investment distribution and working with financial advisors across different segments including Broker/Dealers, Registered Investments Advisors, Banks, and Retail Platforms
Strong understanding of the players in the ETF ecosystem, capital markets, sophisticated investment vehicles, and financial market's structure
Proven ability to drive sales directly with intermediary clients
Strong organizational, time management, and relationship management skills
Ability to drive results and operate independently
Team orientation with intentional mindset to partner and build business collaboratively
In-depth knowledge of ETFs and competing investment vehicles such as mutual funds, separately managed accounts, etc.
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for full time remote work.
City:
State:
Community / Marketing Title: ETF SalesSpecialist (ESS) - Central
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$34k-48k yearly est. 60d+ ago
Sr. Sales Specialist (Workplace)
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
As a Senior SalesSpecialist, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Retirement Specialist or Financial Consultant who will deliver enhanced personalized consultations. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support.
Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!
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
Qualifications
Required:
* Bachelor's degree or the equivalent combination of education and relevant experience
* Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy
* 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
Preferred:
* 4+ years of total relevant work experience within the financial services industry
FINRA Requirements
FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support through the licensing process.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$61,000 - $74,500 for the location of: Maryland, Colorado, Washington and remote workers
$61,000 - $74,500 for the location of: Washington, D.C.
$61,000 - $74,500 for the location of: New York, California
This job is eligible for overtime pay.
Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until:
02/4/2026
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
* 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
Learn more about our benefits.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$61k-74.5k yearly Auto-Apply 60d+ ago
2025 Global Sales Management Internship Program
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
External Description:
2025 Global Sales Management Internship Program
For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success.
The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking, and application of your skills, you can add value and leave a lasting impact in a number of ways to our firm and the clients we support. You will have the opportunity to work with practitioners in the field who are experienced, forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives.
The program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, Interns also gain exposure to Associates and senior leaders across the firm through an executive speaker series, networking activities, and engagement with our Business Resource Groups.
Global Distribution:
We have great investment solutions, but we need to get those solutions into the hands of our clients. To help us connect with our clients, we have created robust and varied distribution channels. The Global Distribution team manages our relationships with financial institutions, financial advisors, and financial intermediaries who offer our investment solutions to clients. They manage relationships with U.S. and Americas based intermediaries as well as intermediaries in Asia, the Pacific region, Europe, the Middle East, and Africa. This team also manages relationships with individual investors, retirement plan sponsors, and participants. Global Distribution also works to develop new global distribution channels.
Global Sales Management:
Global Sales Management accelerates our ability to win new business and retain clients by designing a data-informed disciplined approach across the client lifecycle. We ensure the distribution strategy is realized in sales execution through the delivery of a disciplined sales framework and enable our sales & marketing teams with data-driven intelligence and insights to meet client needs and drive strategic business results. We are looking for interns within various departments including Sales Intelligence & Insights, Data Strategy, Sales Enablement, and Sales Capabilities. Interns will be assigned to projects to support and strengthen the operational effectiveness of the sales lifecycle.
Responsibilities vary based on business placement but may include:
Project work and analysis connected to high priority deliverables focused heavily on the global distribution strategic initiatives
Support of existing deliverables, quality reviews, and contribution to team projects with a focus on research and design
Conduct full life cycle data analysis including gathering and synthesizing, interpreting information from variety of sources and ensuring data is accurate, timely, reliable, and trusted by business stakeholders
Provide analytical and data support including competitor analysis, market trends, portfolio statistics
Analyze data and provide authored insights to support sales teams on key initiatives and priorities
Work with Salesforce B2B teams to support enhancements and optimization of the tool
Qualifications
Full time student pursuing a bachelor's degree with an expected graduation date of December 2025 - May/June 2027. Field of study should demonstrate a data analytics lean.
Cumulative grade point average of at least 3.0 on a 4.0 scale
Excellent oral and written communication skills
Experience with SQL or BI tools like Tableau and Power BI is a plus
Strong intellectual curiosity, problem-solving, and analytical skills
Intermediate Excel skills
Familiarity and interest in financial markets
Strong process orientation with a desire to solve business process challenges
Opportunities are available in Baltimore and Owings Mills, MD.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status)
FINRA Requirements
FINRA licenses are not and will not be supported for this role.
Work Flexibility
This role is eligible for remote work up to two days a week.
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each.
Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone.
Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
City:
State:
Community / Marketing Title: 2025 Global Sales Management Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$30k-35k yearly est. 60d+ ago
Associate Sales Consultant (Personal Investors)
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
As a Sales Associate Personal Investors, you will provide education and/or guidance to T. Rowe Price's Core Personal Investors. The primary of objective is to drive net new flows and retain assets within the Individual Investors organization. Our consistently successful Sales Associates are focused on helping clients achieve their short- and long-term investment and financial planning goals along with ownership of their individual success in a collaborative, supportive team-oriented environment.
Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process.
T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!
Responsibilities
Serve as the initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
Deliver on defined sales targets, quality of conversations, and other role-based responsibilities.
Develop and maintain proficient knowledge of T. Rowe Price products and services.
Drive client satisfaction and support asset retention efforts with established relationships of Core Personal Investors clients by understanding their broader investment planning needs.
Leverage financial acumen to manage multiple clients in different stages of the buying process.
Use a consultative sales approach to uncover additional opportunities for consolidation or additional sales opportunities through skilled questioning and win business by effectively branding TRP solutions (outside assets, external referrals, etc.)
Nurture client relationship and brand loyalty with effective and consistent process to move opportunities forward.
Capitalize on internal referrals to maximize relationships with existing clients and deliver new investor relationships to the firm.
Liaise with internal partners to ensure clients receive appropriate solutions.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience
0+ years of total relevant work experience
FINRA Series 7 and 66
Preferred:
Sales experience
Financial industry experience
Fully licensed candidate (currently holds 7 and 66)
FINRA Requirements
Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy. Dedicated paid time and resources are provided to support the licensing process.
Work Flexibility
This role is eligible for remote work up to one day a week after the successful completion of a training program.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$67,000 - $93,000 for the location of: Maryland, Colorado, Washington and remote workers
$67,000 - $93,000 for the location of: Washington, D.C.
$67,000 - $93,000 for the location of: New York, CaliforniaThis job is eligible for overtime pay.
Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until:
04/29/2026
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
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
Learn more about our benefits.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$67k-93k yearly Auto-Apply 17d ago
Associate Sales Consultant
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
External Description:
Supports sales and revenue generation and/or client relationship management for smaller/less complex accounts/clients. Creates, monitors, and revises lead generation or client prospecting plans for the development of new revenue pipelines. Begins to build industry experience. May have defined sales targets. Ensures satisfaction, swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities and promotes these to assigned clients. May have defined, but limited, sales targets.
Responsibilities
Communicates basic new product and service developments and the associated pricing to assigned clients and/or prospects. Products and services are straightforward, typically limited to a business unit; may coordinate sales opportunities to other team members with different specialization. Identifies and qualifies appropriate prospects and may refer to a more senior member of the team to advance relationship. Begins to grow knowledge of the assigned clients, their sensitivities, and their business needs to affect their decision-making.
Coordinates with marketing and other teams to gather materials for sales team resources. Liaises with relevant business contacts (internally and externally) to coordinate service provided to the client. Escalates relevant issues to senior team members or management.
Develops relationships with client contacts to obtain meetings and deliver presentations on new products and services.
Builds understanding of the business environment of assigned clients, applicable regulatory requirements, industry trends, and competitor services/offerings. Under direct guidance, performs basic analyses on data, trends, plan changes, and strategies to keep up to date with sales/relationship performance and track/report on relevant metrics. Assists with receiving and coordinating responses to client inquiries.
Supports sales negotiations, typically of smaller and less complex products. Engages the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND
0+ years of total relevant work experience
Obtaining a Series 7 and 66 within the first 90 days is required
Preferred:
Internship experience in sales or related function
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
City:
State:
Community / Marketing Title: Associate Sales Consultant
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$62k-85k yearly est. 60d+ ago
2025 Sales & Client Engagement Internship Program
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
External Description:
2025 Sales & Client Engagement Internship Program
For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success.
The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking, and application of your skills, you can add value and leave a lasting impact in a number of ways to our firm and the clients we support. You will have the opportunity to work with practitioners in the field who are experienced, forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives.
The program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, Interns also gain exposure to Associates and senior leaders across the firm through an executive speaker series, networking activities, and engagement with our Business Resource Groups.
Global Distribution:
We have great investment solutions, but we need to get those solutions into the hands of our clients. To help us connect with our clients, we have created robust and varied distribution channels. The Global Distribution team manages our relationships with financial institutions, financial advisors, and financial intermediaries who offer our investment solutions to clients. They manage relationships with U.S. and Americas based intermediaries as well as intermediaries in Asia, the Pacific region, Europe, the Middle East, and Africa. This team also manages relationships with individual investors, retirement plan sponsors, and participants. Global Distribution also works to develop new global distribution channels.
We have sales & client engagement internship opportunities available within the following businesses within Global Distribution.
U.S. Intermediaries (USI):
The US Intermediaries business (USI) distributes investment solutions to Financial Advisors, Home Offices and Platforms across the United States. We offer products designed to meet clients' needs including mutual funds, Separately Managed Accounts, Trusts/Sub-Advised and ETFs. The types of intermediaries that we partner with include broker/dealers, national and regional banks, registered investment advisors, platform service providers, large defined contribution recordkeepers, and insurance companies. Internship opportunities are within our integrated sales business. Cutting across both wealth and retirement, Integrated Sales drives commercial outcomes through internal partnerships, and (primarily) virtual client engagements.
Institutional Distribution (Americas):
Americas is responsible for T. Rowe Price's institutional business in the US, and the institutional and intermediary business in Canada. We are responsible for new business development and for providing world-class service to some of the firm's largest and most sophisticated clients.
Individual Investors (II):
Individual Investors (direct to consumer) provides investment products and services to nearly 1.5 million clients and has approximately $250 billion in assets under administration.
Responsibilities vary based on business placement but may include:
U.S. Intermediaries: Weekly research projects & presentations designed to provide insight and exposure into distribution channels, products and strategies, clients, and industry trends
Institutional Distribution: Projects may include developing processes, creating reports, competitor and proprietary trade analysis, enhancing advisor profiling through data acquisition and inventory management.
Individual Investors: Interns participate in 3 weeks of intensive training. After training, interns receive direct client exposure and take live calls in the non-licensed queue.
Qualifications
Full time student pursuing a bachelor's degree with an expected graduation date of December 2025 - May/June 2027.
Open to all Majors including but not limited to Business Administration, Marketing, Finance, Economics, and Political Science
Cumulative grade point average of at least 3.0 on a 4.0 scale
Strong interpersonal skills; both written and verbal
Solid experience in Excel
Interest in investing and following the markets
Interest in a career trajectory in sales/client management including obtaining Series 7 and 66 licenses upon graduation in alignment with a full-time role
Opportunities are available in Baltimore, MD, Owings Mills, MD and Colorado Springs, CO.
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status)
FINRA Requirements
FINRA licenses are not and will not be supported for this role.
Work Flexibility
This role is eligible for remote work up to two days a week.
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each.
Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone.
Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
City:
State:
Community / Marketing Title: 2025 Sales & Client Engagement Internship Program
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$32k-41k yearly est. 60d+ ago
Associate Sales Consultant (Workplace)
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
External Description:
As an Associate Sales Consultant for Workplace, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Financial Consultant who will deliver enhanced personalized consultations or offer products/services based on their needs.
Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support.
T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!
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 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.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience
0+ years of total relevant work experience
FINRA Series 7 and 66 (must be obtained within first 6 months)
Preferred
Sales experience
Financial industry experience
Fully licensed candidate (currently holds 7 and 66)
FINRA Requirements
FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support through the licensing process.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program.
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
City:
State:
Community / Marketing Title: Associate Sales Consultant (Workplace)
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
External Description:
The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience. You will partner with the RPS Core Market territory sales team to achieve strategic goals for the year. You will build and maintain relationships with Financial Advisors and Third Party Administrators in your respective territories. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process. You are also responsible for building industry experience, proactively researching trends in the marketplace, and understanding clients' business needs.
Responsibilities
Relationship Management - We work with assigned external sales partner(s) in optimizing client coverage within a territory. This work includes both encouraging existing relationships to deepen and broaden those with T. Rowe Price, while also strategically prospecting to discover relationships that could be mutually beneficial. You're accountable for aiding your external partner(s) in elevating T. Rowe Price's brand awareness, building client loyalty, growing the distribution of the firm's products, and driving sales among financial advisors and third party administrators within their territories.
Business Development - You develop new business with your territory partner(s). You are collaborative in identifying sales opportunities, deepen overall territories, and sell to prospects as well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non-client engagement activities.
Territory Management - We apply various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. This allows you to have lists of prioritized advisors. You document territory sales measurements towards attainment of sales/service goals and overall growth of territory. You're developing territory plans and helping to guide its progress.
Sales Support - In partnership with your external(s), you deliver on preparation and follow-up items that help ensure they are prepared when in the field. This includes but is not limited to the following activities such: proposal generation, post meeting follow-up emails and outbound calls to advisors/third party administrators, finals meeting preparation, onboarding task completion, coordination with Service team and or implementation team(s)
Travel/Client Facing Engagements - You may attend periodic industry conferences. Regular territory travel with their territory partner(s) is also required.
CRM - Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. You're encouraged to provide insight and proactive ideas for improvement to optimize internal/external salespeople's time as well as to build improved client experience.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
Retirement Plan Recordkeeping and/or sales experience
This role requires the FINRA Series 6 and Series 63 licenses. Licenses may be obtained within first 3 months of hire if not currently held.
Preferred
Extensive knowledge of the financial service industry
A passion for keeping up to date in the economy and financial services industry
Strong consultative, client service, and relationship building skills
Strong interpersonal skills and ability to flex to the client
Motivated by a collaborative and driven environment
Flexibility and the ability to grow and change within an evolving organization
Proven results using a consultative sales process
High attention to detail and documentation process
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to two days per week from home.
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
City:
State:
Community / Marketing Title: Intermediary Sales Consultant (RPS Core Market Recordkeeping)
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$62k-85k yearly est. 60d+ ago
Associate Sales Consultant (Personal Investors)
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
External Description:
As a Sales Associate Personal Investors, you will provide education and/or guidance to T. Rowe Price's Core Personal Investors. The primary of objective is to drive net new flows and retain assets within the Individual Investors organization. Our consistently successful Sales Associates are focused on helping clients achieve their short- and long-term investment and financial planning goals along with ownership of their individual success in a collaborative, supportive team-oriented environment.
Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process.
T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!
Responsibilities
Serve as the initial point of contact for prospects and existing clients who are looking for education and/or advice relative to their financial needs (investment, retirement, and education planning)
Deliver on defined sales targets, quality of conversations, and other role-based responsibilities.
Develop and maintain proficient knowledge of T. Rowe Price products and services.
Drive client satisfaction and support asset retention efforts with established relationships of Core Personal Investors clients by understanding their broader investment planning needs.
Leverage financial acumen to manage multiple clients in different stages of the buying process.
Use a consultative sales approach to uncover additional opportunities for consolidation or additional sales opportunities through skilled questioning and win business by effectively branding TRP solutions (outside assets, external referrals, etc.)
Nurture client relationship and brand loyalty with effective and consistent process to move opportunities forward.
Capitalize on internal referrals to maximize relationships with existing clients and deliver new investor relationships to the firm.
Liaise with internal partners to ensure clients receive appropriate solutions.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience
0+ years of total relevant work experience
FINRA Series 7 and 66
Preferred:
Sales experience
Financial industry experience
Fully licensed candidate (currently holds 7 and 66)
FINRA Requirements
Series 7 and 66 licenses to be obtained within designated window per the Global Distribution licensing policy. Dedicated paid time and resources are provided to support the licensing process.
Work Flexibility
This role is eligible for remote work up to one day a week after the successful completion of a training program.
City:
State:
Community / Marketing Title: Associate Sales Consultant (Personal Investors)
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$62k-85k yearly est. 60d+ ago
2026 Sales & Client Engagement Internship
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
External Description:
About The Team - Global Distribution
We have great investment solutions, but we need to get those solutions into the hands of our clients. To help us connect with our clients, we have created robust and varied distribution channels. The Global Distribution team manages our relationships with financial institutions, financial advisors, and financial intermediaries who offer our investment solutions to clients. They manage relationships with U.S. and Americas based intermediaries as well as intermediaries in Asia, the Pacific region, Europe, the Middle East, and Africa. This team also manages relationships with individual investors, retirement plan sponsors, and participants. Global Distribution also works to develop new global distribution channels.
We have sales & client engagement internship opportunities available within the following businesses within Global Distribution:
U.S. Intermediaries (USI):
The US Intermediaries business (USI) distributes investment solutions to Financial Advisors, Home Offices and Platforms across the United States. We offer products designed to meet clients' needs including mutual funds, Separately Managed Accounts, Trusts/Sub-Advised and ETFs. The types of intermediaries that we partner with include broker/dealers, national and regional banks, registered investment advisors, platform service providers, large defined contribution recordkeepers, and insurance companies. Internship opportunities are within our integrated sales business. Cutting across both wealth and retirement, Integrated Sales drives commercial outcomes through internal partnerships, and (primarily) virtual client engagements.
Institutional Distribution (Americas):
Americas is responsible for T. Rowe Price's institutional business in the US, and the institutional and intermediary business in Canada. We are responsible for new business development and for providing world-class service to some of the firm's largest and most sophisticated clients.
Individual Investors (II):
Individual Investors (direct to consumer) provides investment products and services to nearly 1.5 million clients and has approximately $250 billion in assets under administration.
Role Summary
The T. Rowe Price internship program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, interns also gain exposure to associates and senior leaders across the firm through an executive speaker series, networking and social events, and engagement with our Business Resource Groups.
The Sales & Client Engagement Internship Program offers an in-depth look into the dynamics of client-facing roles through participation in sit-ins, project work, and both direct and indirect client interactions. The goal of the internship is to enhance understanding of the business, broaden knowledge of market insights and industry trends, and familiarize interns with T. Rowe Price's products and strategies.
Responsibilities
Responsibilities vary based on business placement but may include:
U.S. Intermediaries: Weekly research projects & presentations designed to provide insight and exposure into distribution channels, products and strategies, market insights, clients, and industry trends
Institutional Distribution: Projects may include creating reports, competitor and proprietary trade analysis, and conducting research to enrich client prospect data.
Individual Investors: Interns participate in 3 weeks of intensive training. After training, interns receive direct client exposure and take live calls in the non-licensed queue.
Qualifications
Required:
Full time student pursuing a bachelor's degree with an expected graduation date of December 2026 - May/June 2028.
Open to all Majors including but not limited to Business Administration, Marketing, Finance, Economics, and Political Science
Strong interpersonal skills; both written and verbal
Interest in investing and following the markets
Preferred:
Cumulative grade point average of at least 3.0 on a 4.0 scale
Interest in a career trajectory in sales/client management including obtaining Series 7 and 66 licenses upon graduation in alignment with a full-time role
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status).
FINRA Requirements
FINRA licenses are not required and will not be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
City:
State:
Community / Marketing Title: 2026 Sales & Client Engagement Internship
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$32k-41k yearly est. 60d+ ago
Intermediary Sales Consultant (DCIO)
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience of Financial Advisors. You work collaboratively to cover identified advisors based on their needs and/or refer them to external counterparts as appropriate. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.
Are you passionate about financial markets and sales? If so, we encourage you read more and apply!
Responsibilities
Relationship Management - We work with assigned external sales partner in optimizing client coverage within a territory. This work includes both encouraging existing relationships to deepen and broaden those with T. Rowe Price, while also strategically prospecting to discover relationships that could be mutually beneficial. You're accountable for aiding your external partner in elevating T. Rowe Price's brand awareness, building client loyalty, growing the distribution of the firm's products, and driving sales among financial advisors within their territories.
Business Development - You develop new business with your territory partner. You are collaborative in identifying sales opportunities, deepen overall territories, and independently sell to prospects as well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non-client engagement activities.
Territory Management - We apply various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. This allows you to have lists of prioritized advisors. You document territory sales measurements towards attainment of sales/service goals and overall growth of territory. You're developing territory plans and helping to guide its progress.
Sales Support and Follow-up - In partnership with your external, you deliver on preparation and follow-up items that help ensure they are prepared when in the field. This includes but is not limited to the following activities such: post face to face meeting follow-up emails and outbound calls to advisors/key contacts, preparation work for investment professional meetings and/or due diligence meetings held by either the ISC or the external partner, coordination with Service team.
Travel/Client Facing Engagements - You will attend periodic conferences to represent the firm and to win leads for all territories. Regular territory travel with their territory partner is also required.
CRM - Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. You're encouraged to provide insight and proactive ideas for improvement to optimize internal/external salespeople's time as well as to build improved client experience.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
This role requires the FINRA Series 7 and Series 66 licenses. Licenses may be obtained within first 3 months of hire if not currently held.
Preferred:
MBA, CFA, CFP, CIMA
Extensive knowledge of the financial service industry
Previous intermediary experience as well as strong product knowledge
A passion for keeping up to date in the economy and financial services industry
Strong consultative, client service, and relationship building skills
Strong interpersonal skills and ability to flex to the client
Motivated by a collaborative and driven environment
Flexibility and the ability to grow and change within an evolving organization
Proven results using a consultative sales process
Sophisticated presentation and communication skills
High attention to detail and documentation process
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers
$85,500.00 - $146,000.00 for the location of: Washington, D.C.
$85,500.00 - $146,000.00 for the location of: New York, California
Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
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
Learn more about our benefits.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$85.5k-146k yearly Auto-Apply 1d ago
Associate Sales Consultant (Workplace)
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity.
Join us for the opportunity to grow and make a difference in ways that matter to you.
Role Summary
As an Associate Sales Consultant for Workplace, you will play an integral role in the success of our organization. You will be responsible for servicing and deepening participant relationships by providing foundational retirement strategy and insights, general portfolio needs, and resolving complex situations. As part of our sales team, you will identify and qualify high-value participants to a Financial Consultant who will deliver enhanced personalized consultations or offer products/services based on their needs.
Join our team and you will receive dedicated paid time and resources to support you through a successful licensing process. Our teams live the mission of helping our participants reach their long-term financial goals through exemplary service, education, and support.
T. Rowe Price offers unparalleled active management products and services. Come join our team and help our clients be successful in their investment and retirement planning!
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 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.
Qualifications
Required:
* 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
* Financial industry experience
* Fully licensed candidate (currently holds 7 and 66)
FINRA Requirements
FINRA licenses are required and will be supported for this role. Dedicated paid time and resources are provided to support through the licensing process.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home after the successful completion of a training program.
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
Base Salary Ranges
Please review the job posting for the location of this specific opportunity.
$67,000 - $93,000 for the location of: Maryland, Colorado, Washington and remote workers
$67,000 - $93,000 for the location of: Washington, D.C.
$67,000 - $93,000 for the location of: New York, California
This job is eligible for overtime pay.
Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance.
This job posting is expected to be available until:
04/29/2026
Commitment to Diversity, Equity, and Inclusion
At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all.
Benefits
We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.
Featured employee benefits to enrich your life:
* 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
Learn more about our benefits.
T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
$67k-93k yearly Auto-Apply 60d+ ago
Intermediary Sales Consultant (B/D & DCIO)
T. Rowe Price 4.5
Sales specialist job at T. Rowe Price
External Description:
The Intermediary Sales Consultant is a sales and relationship partner with external sales professionals with whom they aid in the development of each respective territory and the management of relationships and sales opportunities with a target audience of Financial Advisors. You work collaboratively to cover identified advisors based on their needs and/or refer them to external counterparts as appropriate. You are accountable for prospecting, selling, and retaining advisors within each assigned territory through a consultative process and will contribute to gross sales, net new flows (when applicable), redemption rates, and select activity targets, as well as maintain shared accountability for territory goals with external counterparts.
Are you passionate about financial markets and sales?! If so, we encourage you read more and apply!
Responsibilities
Relationship Management - We work with assigned external sales partner in optimizing client coverage within a territory. This work includes both encouraging existing relationships to deepen and broaden those with T. Rowe Price, while also strategically prospecting to discover relationships that could be mutually beneficial. You're accountable for aiding your external partner in elevating T. Rowe Price's brand awareness, building client loyalty, growing the distribution of the firm's products, and driving sales among financial advisors within their territories.
Business Development - You develop new business with your territory partner. You are collaborative in identifying sales opportunities, deepen overall territories, and independently sell to prospects as well as deepen relationships with existing advisors. ISCs can use a service associate role to perform some specific non-client engagement activities.
Territory Management - We apply various data sources, both internal and third party, to identify, aggregate and prioritize targets of opportunity (both current clients and prospects) within the assigned territory and segment. This allows you to have lists of prioritized advisors. You document territory sales measurements towards attainment of sales/service goals and overall growth of territory. You're developing territory plans and helping to guide its progress.
Sales Support and Follow-up - In partnership with your external, you deliver on preparation and follow-up items that help ensure they are prepared when in the field. This includes but is not limited to the following activities such: post face to face meeting follow-up emails and outbound calls to advisors/key contacts, preparation work for investment professional meetings and/or due diligence meetings held by either the ISC or the external partner, coordination with Service team.
Travel/Client Facing Engagements - You will attend periodic conferences to represent the firm and to win leads for all territories. Regular territory travel with their territory partner is also required.
CRM - Appropriately document and update our CRM (Salesforce) to ensure the integrity of our data as well as deepening expertise within the system. You're encouraged to provide insight and proactive ideas for improvement to optimize internal/external salespeople's time as well as to build improved client experience.
Qualifications
Required:
Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience
This role requires the FINRA Series 7 and Series 66 licenses. Licenses may be obtained within first 3 months of hire if not currently held.
Preferred:
MBA, CFA, CFP, CIMA
Extensive knowledge of the financial service industry
Previous intermediary experience as well as strong product knowledge
A passion for keeping up to date in the economy and financial services industry
Strong consultative, client service, and relationship building skills
Strong interpersonal skills and ability to flex to the client
Motivated by a collaborative and driven environment
Flexibility and the ability to grow and change within an evolving organization
Proven results using a consultative sales process
Sophisticated presentation and communication skills
High attention to detail and documentation process
FINRA Requirements
FINRA licenses are required and will be supported for this role.
Work Flexibility
This role is eligible for hybrid work, with up to one day per week from home.
WHAT TO EXPECT AFTER APPLYING
1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes
2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes
3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview.
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Community / Marketing Title: Intermediary Sales Consultant (B/D & DCIO)
Company Profile:
Location_formattedLocationLong: Maryland, US
CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.