Qualified Plan Strategist (Sales Executive)

Great Gray Trust Company, LLC. • Boston, MA

413d • Hybrid

About The Position

The Qualified Plan Strategist (Sales Executive) at Great Gray Trust Company is responsible for engaging with clients to promote and sell retirement solutions while managing existing relationships. This role emphasizes proactive outreach, collaboration with external sales teams, and the use of CRM tools to enhance client interactions. The position requires flexibility in travel and innovative sales strategies to succeed in a dynamic environment.

Requirements

• Bachelor's degree and 0-1 years' sales experience in the financial services industry, or a combined minimum of 4 years' higher education and/or work experience in lieu of a degree.
• Strong problem-solving skills.
• Effective listening skills.
• Strong verbal and written communication skills.
• Strong interpersonal skills.
• Intermediate computer skills including familiarity with Microsoft products and CRM database software applications.
• High degree of ambition, motivation, and self-determination; self-starter/go-getter.
• Versatile and flexible team player with long-term ambitions to grow into a sales role or other potential roles within the organization.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
• Comfortable navigating ambiguity.
• Entrepreneurial mindset to bring best practice ideas to the team.
• Exhibits Great Gray attributes: Results-Driven, Innovative, Resilient, and Decisive.

Responsibilities

• Initiate outbound telephone calls to existing and prospective clients to position, promote, and sell Great Gray solutions.
• Own relationships with clients with less than $1B Defined Contribution AUM within defined geography.
• Uncover larger sales opportunities in collaboration with external sales team members.
• Answer inbound calls, discuss solutions, and identify selling opportunities.
• Travel with external sales team members as needed.
• Attend and support client events or conferences as a company representative.
• Promote personal sales ideas and identify new methodologies to maximize sales.
• Utilize CRM database software to track client interactions and relationship progression.
• Complete other related duties as assigned.

Benefits

• Hybrid work environment
• Competitive compensation package including 401(k) with elective and non-elective match opportunities
• Lifestyle spending allowance program
• Medical, Dental, Vision Insurance
• Employer-paid life and disability insurance
• Generous paid time off program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree