Regional Sales Consultant
Location
United States
Posted
3 days ago
Salary
$99K - $178K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Regional Sales Consultant
T. Rowe Price
Role Description The Regional Sales Consultant is responsible for driving sales growth, deepening advisor relationships, and expanding T. Rowe Price's retirement plan business across an assigned region. This role combines strategic business development with consultative relationship management, helping advisors grow their practices through industry-leading insights, proprietary value-added content, and tailored retirement plan solutions. Success in this role requires disciplined territory management, consultative selling, and the ability to identify advisor needs, deliver differentiated solutions, and build trusted advisor relationships that drive long-term business growth. Responsibilities - Territory Strategy & Business Development: - Develop and execute a strategic regional business plan that drives advisor engagement, new business development, and sales growth. - Identify and pursue new business opportunities by building mutually beneficial relationships with advisors and key centers of influence, including TPAs, DCIO/Retail investment providers, and other strategic partners. - Collaborate across T. Rowe Price business units to deliver integrated client solutions and achieve regional sales and asset growth objectives. - Advisor Relationship Management & Practice Support: - Conduct regular advisor meetings to strengthen relationships, identify growth opportunities, and deliver market insights, product information, regulatory guidance, and practice management resources. - Help advisors address business challenges through tailored solutions, industry best practices, and investment expertise. - Deliver an exceptional advisor experience through proactive communication, responsive service, and effective issue resolution. - Sales Execution & Solutioning: - Drive complex sales opportunities by recommending retirement plan solutions that align advisor and client needs with T. Rowe Price capabilities. - Partner with internal subject matter experts to develop customized proposals, presentations, and competitive responses. - Market Leadership: - Maintain expertise in retirement industry trends, regulatory developments, competitive offerings, and advisor practice management strategies. - Leverage market insights and territory performance data to identify growth opportunities, refine territory strategies, and provide feedback that enhances sales effectiveness and advisor support. Qualifications - Required: - Bachelor's degree or an equivalent combination of education and relevant experience. - 5+ years of experience in financial services, preferably in retirement plan sales, relationship management, or another client-facing role. - Ability to travel within the assigned region (minimum of 50%). - FINRA licenses 6 and 63 are required (or the ability to obtain within 90 days of hire). - Preferred: - Demonstrated ability to identify client needs and recommend appropriate solutions through a consultative sales approach. - Strong organizational and territory management skills, including the ability to prioritize opportunities and manage multiple objectives effectively. - Excellent verbal, written, and presentation skills with the ability to communicate effectively with a variety of audiences. - Ability to build collaborative relationships and work effectively across cross-functional teams to achieve shared business objectives. - Self-motivated with the ability to manage priorities, adapt to changing business needs, and consistently achieve performance goals. Requirements - FINRA licenses are required and will be supported for this role. 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
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