Role Description
The Senior Retirement Plan Sales Executive sells 401(k) Retirement Plan Services (RPS) full-service recordkeeping to small and mid-market clients (Defined Contribution plans under $75 million in AUA) with the objective of creating a partnership with T. Rowe Price. This incumbent works with the most complex and strategic sales opportunities.
The Sales Director will be based in the geographical territory in which he/she resides, and where he/she has an established network.
Responsibilities
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Develops sales pipeline through multiple marketing activities, including attending conferences and networking with competitors.
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Develops consultant and sponsor relationships through face-to-face meetings.
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Manages all aspects of the sales cycle, including proposal development, sales strategy, and presentations.
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Leads and prepares the deal team and negotiates final terms of the sale.
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Builds effective working relationships with internal partners and distribution channels.
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Keeps abreast of current industry trends and practices through networking and idea exchange.
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Manages the negotiations process after the RFP has been submitted, fine-tuning the RFP to meet client needs.
Qualifications
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An established and extensive professional network within the assigned geographical territory.
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A demonstrated track record of success in developing a sales pipeline in the small and mid-market segment (i.e., Defined Contribution plans under $50 million in AUA).
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Series 6 and 63.
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Intelligent, driven, detail-oriented, and able to work effectively with high caliber executives.
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Exemplary interpersonal and presentation skills; outstanding oral and written communication skills.
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Collaborative and collegial in approach and style.
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Lead by example and thrive in a rapidly evolving environment.
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Entrepreneurial, achievement-oriented mindset with a disciplined approach.
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High integrity and an uncompromised reputation.
Requirements
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FINRA licenses are required and will be supported for this role.
Benefits
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Competitive compensation.
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Annual bonus eligibility.
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A generous retirement plan.
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Hybrid work schedule.
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Health and wellness benefits, including online therapy.
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Paid time off for vacation, illness, medical appointments, and volunteering days.
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Family care resources, including fertility and adoption benefits.