Great Gray

Retirement Plan Specialist (CIT Sales)

Boston, MA

No sponsorship$75k-$85kDetected 79 days ago

AccessibilitySalesforceCRMSalesBusiness DevelopmentOutbound SalesLeadershipCommunicationPublic Speaking

About the role

Great Gray is looking to add a Retirement Plan Specialist to our Sales team.
This is a hybrid wholesaler role responsible for engaging existing and prospective advisor clients through outbound sales activity, relationship management, and targeted territory development.
The Retirement Plan Specialist serves as a primary point of contact for advisors within a defined, focused territory, driving sales of Great Gray's CIT solutions while identifying opportunities to deepen relationships and grow wallet share.

Own and manage advisor relationships within a defined, concentrated territory, serving as a trusted point of contact for day-to-day questions, solutions updates, and business development activity
Identify and uncover larger sales opportunities within the territory, partnering with senior external wholesalers to develop and execute a coordinated territory strategy
Prepare and deliver compelling proposals, presentations, and investment-related materials tailored to advisor and plan sponsor needs
Maintain accurate, up-to-date records of all client interactions, pipeline activity, and relationship progression in Salesforce or the designated CRM system
Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us.
This role partners closely with sales leadership, collaborates cross-functionally with Investments and Client Service, and leverages CRM tools and data to manage a high-activity, results-oriented book of business.

Experience with Salesforce or similar CRM platform
High degree of self-motivation, competitive drive, and results orientation
a proven self-starter who thrives in a metrics-driven environment
Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

$75,000-$85,000
This base pay range is subject to change and may be modified in the future.
The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.
Individual compensation within this range depends on multiple factors, including, but not limited to, candidate's prior education and relevant work experience and training as well as position location and local market demands.
Our pay-for-performance culture also includes participation in an annual incentive bonus plan for this position which is not included in the 'Base Pay Range' noted above.
We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James.

We have a comprehensive and competitive benefits package at Great Gray.
At Great Gray Group, we strive to set the bar for the retirement services industry.
Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service.
The Specialist role carries the same sales activity expectations and skillset as our Retirement Plan Consultant, with responsibility scoped to a smaller, more concentrated geographic territory.

Policy Great Gray Group, LLC is an Equal Opportunity Employer.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.
Accommodation Statement Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs.
If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: TalentAcquisition@GreatGray.com

Visa sponsorship or transfer of an existing visa is not available for this position.

This listing is sourced directly from Great Gray's careers page and normalized into a canonical job model.