At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident.
We believe doing the right thing for our clients and our associates is good business . With a career at the firm, y ou can expect opportunities to create real impact at work and in your community. Y ou’ll enjoy resources to support your career path, a s well as compensation , benefits , and flexibility to enrich your life. Here, you’ll find a collaborative culture that respect s and valu e s differences and colleagues who share a spirit of generosity .
Join us for the opportunity to g row and make a difference in ways that matter to you .
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…