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Associate Sales Consultant (Workplace)

Remote Worldwide Hiring now

reputed company is a premier global asset management organization with over 85 years of experience, providing investment solutions to a diverse clientele. The Associate Sales Consultant for Workplace will be responsible for servicing participant relationships, offering retirement strategies, and qualifying high-value participants for further consultation.

Responsibilities

  • Serve as the initial reputed company of contact for inbound participant service requests. Respond to requests for investment, mutual fund, and account information. Resolve reputed company account issues
  • Identify and qualify participants to be referred to a High-Value Financial Consultant to advance the relationship
  • Demonstrate a consultative approach to reputed company 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 reputed company legal, tax, and regulatory issues to guide clients
  • reputed company and maintain proficient knowledge of reputed company products and services
  • Follow up with clients from inbound retention opportunities
  • Participate in special projects and performs other duties as assigned

Skills

  • 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 reputed company designated window per the Global Distribution licensing policy
  • Sales experience
  • Financial industry experience
  • Fully licensed candidate (currently holds 7 and 66)

Benefits

  • 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

Company Overview

  • reputed company is an investment management firm that focuses on funding technology startups. It was founded in 1937, and is headquartered in Baltimore, Maryland, USA, with a workforce of 5001-10000 employees. Its website is http://www.troweprice.com.
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