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    Sales Development Specialist - Owings Mills, United States - T. Rowe Price

    T. Rowe Price
    T. Rowe Price Owings Mills, United States

    1 month ago

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    Description
    There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference.

    We are a premierassetmanagerfocused on delivering global investment management excellence and retirement services that investors can rely on today and in the future.

    The work we do matters. We invite you to explore the opportunity to join us and grow your career with us.

    About this position


    The Sales Development Specialist is responsible for delivering results for the USI Sales and Marketing teams by executing tasks related to effective and efficient lead management.

    The primary purpose of this position is to drive opportunities that position US Intermediaries to acquire and retain assets.

    They will perform targeted prospecting via phone outreach and email, working closely with relevant business partners to enhance the quality of client interactions, and will have established communication and feedback loops with all USI sales teams.

    This role is responsible for handling and qualifying leads from a variety of sources related to potential or existing clients and is expected to efficiently identify client needs and effectively coordinate with partners to identify appropriate next steps.


    In conjunction with their understanding of client needs, investment products and strategies, and industry knowledge, they will use their strong interpersonal skills, resiliency, and project management skills to broaden the external reach of USI's value proposition, refine internal processes, and contribute to the continuous improvement of data quality and operational efficiency within USI.

    Role Summary

    The Sales Development Specialist should possess and continuously refine a strong sales process to drive the opportunity conversion.

    Crucial to this is the ability to support territory and account management through lead prioritization, utilizing new tools and processes while actively evaluating and seeking to improve these resources, and consistently delivering a premier client experience.


    Through a variety of client activities, including 50+ phone calls and emails per day, the SDS is responsible for cultivating and broadening prospect and client relationships while identifying and prioritizing opportunities.


    The SDS is fully engrained in the CRM process, documenting and updating Salesforce to ensure data integrity as well as deepening expertise within the system.

    They are expected to provide insight and proactive ideas for enhancement to optimize internal/external salespeople's time as well as to create improved client experience.

    They are expected to assist USI in lead management data reporting on a monthly and quarterly cadence, informing sales and marketing leaders on the engagement and performance of the sales teams and campaigns.

    Responsibilities

    Sales Process


    Through direct client engagement, the Sales Development Specialist use their sales abilities to efficiently research, profile and build rapport with prospects and clients, identify and effectively qualify opportunities and position next steps.

    This role requires flexibility and persistence in communication and approach and the SDS must be able to effectively:

    Adapt conversation focus and style to align with different client types and needs
    Actively listen and demonstrate thoughtful questioning
    Overcome objections and take time to educate, as needed
    Direct and pivot conversations, as needed
    Gain agreement and set expectations on next steps

    The Specialist will partner with Sales, Marketing, and the shared services team to help drive improved engagement and evolve processes.

    One TRP

    Though T.

    Rowe Price may engage with a given client through multiple segments for various reasons, the client views our associates as and expects to experience as "One T.

    Rowe Price", working collectively and collaboratively to meet their needs.

    The Sales Development Specialist must demonstrate an ability to collaborate effectively with internal teams, engaging the appropriate resources and partners for the right opportunities.


    Further, the Specialist is expected to use all tools and resources to ensure clear and consistent understanding of the client, the lead, and the opportunity to deliver an impactful message consistent with the TRP brand and product offerings.


    The Specialist will leverage CRM and data systems to facilitate monthly, quarterly, and ad hoc reporting for lead management efforts across USI and channel marketing.

    This process will involve significant communication and collaboration with USI partner groups.

    Capital Markets & Products

    The Sales Development Specialist is expected to possess and continuously expand their knowledge of T.

    Rowe Price products, services, and benefits, as well as capital markets and competitors, and to communicate this information consistently and effectively to clients across business segments.

    Other duties as assigned including operational improvement work, projects and process deliverables.

    Qualifications


    Required:
    Bachelor's degree or the equivalent combination of education and relevant experience AND
    2+ years of total relevant work experience


    Preferred:
    Experience with innovation and project management
    Ability to work independently in a fast-paced environment
    Value-based action and results driven
    Previous client facing experience

    FINRA Requirements


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

    Work Flexibility

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


    Regional Requirements:
    Wage Transparency Disclosure* - Colorado: Minimum salary (USD) range $63,500 - $109,000 Annual

    *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. Salary range disclosure as required by sb19-085 when hiring in Colorado, S9427A when hiring in New York, SB 1162 when hiring in California, and SB 5761 when hiring in the State of Washington.

    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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