Retirement Plan Consultant (CIT Sales)

Great Gray • Boston, MA

18h • Hybrid

About The Position

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

Requirements

• Bachelor’s degree required; concentration in Finance, Business, or a related field preferred
• 3–5 years of experience in internal or hybrid wholesaling, financial services sales, or a client-facing business development role
• Demonstrated track record of meeting or exceeding sales activity KPIs and revenue targets in a high-outreach, territory-based sales environment
• Working knowledge of the defined contribution / 401(k) marketplace, including familiarity with CITs, mutual funds, and retirement plan structures preferred
• Experience with Salesforce or similar CRM platform; demonstrated ability to leverage CRM data to manage pipeline and prioritize outreach
• Series 6 or Series 7 license, or willingness to obtain licensure within a defined period
• Strong verbal and written communication skills, with the ability to articulate complex investment concepts clearly to advisor audiences
• High degree of self-motivation, competitive drive, and results orientation; a proven self-starter who thrives in a metrics-driven environment
• Ability to work collaboratively with external wholesalers, investment, and client service teams in a fast-paced, team-oriented culture

Nice To Haves

• concentration in Finance, Business, or a related field preferred
• familiarity with CITs, mutual funds, and retirement plan structures preferred

Responsibilities

• Execute a high volume of outbound telephone and digital outreach to existing and prospective advisor clients within an assigned territory to promote, position, and sell Great Gray’s CIT solutions
• Own and manage advisor relationships within a defined territory, serving as a trusted point of contact for day-to-day questions, solutions updates, and business development activity
• Meet or exceed established activity KPIs, including daily outbound call targets, scheduled meetings, new advisor activations, and pipeline contribution metrics
• Identify and uncover larger sales opportunities within the territory, partnering with external wholesalers to develop and execute a coordinated territory strategy
• Handle inbound calls and inquiries from advisors and home office contacts, providing timely and knowledgeable responses on Great Gray’s product lineup and value proposition
• 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
• Travel as needed to attend client events, industry conferences, and territory meetings alongside external sales team members
• Stay current on CIT market trends, competitive landscape, and Great Gray’s evolving product and service offerings to credibly represent the firm in advisor conversations
• Proactively identify new sales methodologies, prospecting approaches, and market opportunities to maximize territory revenue
• Complete other related duties as assigned

Benefits

• Be an integral part of a high-growth organization!
• Competitive compensation package
• Group medical, dental and vision insurance
• Employer-paid life and disability insurance
• Annual well-being stipend
• Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level