Sales Director - Location: Maryland, US
3 days ago
Job description
Requisition Number:
Position Title:
External Description:
Role Summary
The Sales Director, Defined Contribution Investment Only (DCIO) is responsible for cultivating relationships with DC Specialist Advisors to achieve annual sales and retention efforts within the Pacific Southwest territory. The Sales Director will identify points of leverage and opportunities to influence investment decisions with Advisors, Recordkeeping Wholesalers and other COI's to maximize results. Through a combination of one on one meetings, group events and finalist presentations, the Sales Director will represent T. Rowe Price's investment solutions and thought leadership with integrity and professionalism.
Responsibilities
- Sales Director, Defined Contribution Investment Only (DCIO) will leverage data to inform activity metrics that drive positive outcomes for clients.
- Sales Director will create annual territory management plan with a focus on pipeline and closed investment wins in partnership with Internal Sales Consultant and Regional Sales Specialist.
- Sales Director will travel in territory to deliver high impact engagements including finals presentations with plan sponsors and value add presentations. Sales Director will need to partner effectively with internal stakeholders in Investments, Marketing and National Accounts to achieve objectives. To maximize results, the Sales Director will need to harness the power of CRM technology to manage territory efficiently and to optimize sales results.
- As a member of the DCIO Field Sales Team the Sales Director will contribute best practices and idea sharing to help other associates grow and improve.
- As a member of the One TRP culture, the Sales Director will be encouraged to participate in cross enterprise initiatives which focus on creating better client experiences.
Qualifications
Required:
- Bachelor's degree or the equivalent combination of education and relevant experience
- 10+ years of external wholesaling experience in Pacific Southwest territory
- DCIO and/or Retirement Plan Sales a must.
- FINRA Series 7 and Series 63
Preferred:
- CIMA
- MBA
- CFP
- CFA
- Extensive knowledge of DC industry including DCIO and/or Retirement Plan Sales
- Advanced sales, service, and relationship management skills
- Advanced verbal and written communication skills
- Outstanding presentation/public speaking skills
- Self-directed and willing to travel (50%)
- Thorough knowledge of the investment process and TRP products
- Comprehensive network of DC Specialist Advisor relationships
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:
Sales Director (In Territory), Pacific Southwest, Defined Contribution Investment Only (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.
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