Ben Rubin

Inquirer
DISC Type : dc

DCIO Intermediary Sales Consultant at T. Rowe Price

Washington DC-Baltimore Area, United States

Overview

Ben Rubin is a DCIO Intermediary Sales Consultant at T. Rowe Price, specializing in institutional sales and strategic partnerships within the retirement plan market. He leverages deep knowledge of the 401(k) space and holds Series 7 and 66 certifications.

Bens background is rooted in the culinary world, having previously owned AllSpice Hospitality. He has a self-described competitive nature and values transparent communication, bridging his experience in operations and sales to support client relationships from start to finish.

Before his career in finance, Ben earned a degree from The Culinary Institute of America and ran his own hospitality business.

Personality Overview

Hard To Convince

Judgemental

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact.

Topics They Care About

Retirement Investing
His entire career focuses on the retirement plan market, specifically with 401(k)s and providing comprehensive investment solutions to financial advisors and institutions.
Investment Distribution
As a DCIO Intermediary Sales Consultant, his primary role centers on driving growth and distributing investment solutions through financial intermediaries and advisors.
Strategic Partnerships
A core theme in his professional experience is cultivating mutually beneficial relationships with financial professionals and institutions to achieve long-term success.

Media Appearances

Ben has no verified media appearances

Work History

7-2023 - 11-2025
DCIO Intermediary Sales Consultant at T. Rowe Price
6-2021 - 7-2023
Internal Sales Partner at EGPS
4-2021 - 3-2022
Retirement Plan Consultant at Freelance
1-2019 - 3-2022
Retirement Plan Consultant at Nova 401(k) Associates
10-2015 - 7-2023
Owner at AllSpice Hospitality

Education

2009 - 2011
Associate's degree from The Culinary Institute of America

More Information

Social Presence :

Prographics :

Exp : 10 Location : Washington DC-Baltimore Area, United States Job Level : N/A Designation : DCIO Intermediary Sales Consultant at T. Rowe Price

Interested in

Sports

Club Lacrosse

Health & Outdoor

Ski and Snowboard Club, Study Abroad: Madrid, Spain

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Insights For Selling To Ben

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Highlight the competitive differentiation of your product
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Avoid repeating yourself or making generalizations
  • Do not give up if they are not convinced, try again with a different approach
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ben is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Ben

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Ben move?

  • Their decision making speed is somewhere in the middle.
  • Can Ben take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Ben

Personality Compatibility


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