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.