Qualified Plan Strategist (Sales Executive)

Great Gray Owl Development, LPWilmington, DE
409dHybrid

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About The Position

The Qualified Plan Strategist (Sales Executive) at Great Gray Trust Company is responsible for engaging with existing and prospective clients to promote and sell retirement solutions. This role involves managing client relationships, uncovering larger sales opportunities, and collaborating with external sales team members. The position requires a proactive approach to sales, effective communication, and the ability to innovate sales strategies in a hybrid work environment.

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