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Intermediary Sales Consultant (Core Market Recordkeeping)

T. Rowe Price Group, Inc.

in MD

Role Summary

Responsible for sales and revenue generation and/or client relationship management for larger/more complex accounts that are often regional in scale. Creates, monitors, and revises lead generation plans for the development of new revenue pipelines. Continues to build industry experience and proactively researches trends, competitor services/offerings, and clients' business environment. Oversees assigned larger/more complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings and reviews with clients to ensure their needs are met. May advise less experienced professionals on compliance with policies and programs. Responsible for the achievement of moderate sales targets.

Responsibilities:

• Sells the organization's products and/or services to assigned clients. Promotes firm services and offerings to assigned clients based on understanding of clients' business objectives. Negotiates sales of products and services across assigned departments within the business unit. Structures deals in the best interests of the client and the firm. Identifies and qualifies prospects, develops a “trusted advisor” relationship, and helps them find solutions to address their needs. Evaluates the potential of prospects; develops and executes a plan for capitalizing on those opportunities. Develops knowledge of the assigned clients, their sensitivities, and their business needs to affect their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price business units as necessary.
• Partners with marketing team contacts and other sales teams to develop promotional and pitch ideas and materials. Participates in idea generation and the development of messaging and tactics to promote the organization's products and services to client contacts. Keeps abreast of client relationship activity occurring throughout the firm. Liaises with relevant business contacts (internally and externally) to coordinate service to the client. Escalates relevant issues to senior team members or management. Applies high client service protocols to ensure client satisfaction.
• Develops relationships with client contacts to conduct meetings and deliver presentations on new products and services. Generates new leads through client and market research. Develops custom approaches for clients based on individual needs.
• Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings. Applies research findings to generate regional sales strategies and materials generation. Completes assigned action plan implementation tasks and may assign implementation activities to less experienced professionals. Analyzes complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge.
• Negotiates sales across a wide product and services portfolio, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards. Seeks final approval from all required parties.

Qualifications:

Required:

• Bachelor's degree or the equivalent combination of education and relevant experience AND
• 5+ years of total relevant work experience

Preferred:

• Series 7 and 66 licenses
• At least 1-2 years of experience supporting advisors and third party administrators through the sales and sales operations process
• Retirement plan recordkeeping experience

Work Flexibility

This role is eligible for remote work up to two days a week.

FINRA Requirements

FINRA licenses are required and will be supported for this role.

How to Apply

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