Retirement Plan Specialist (CIT Sales)

Great Gray • Boston, MA

18h • Hybrid

About The Position

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. 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. 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.

Requirements

• Bachelor’s degree required; concentration in Finance, Business, or a related field preferred
• 2+ 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
• Comfortable navigating ambiguity.

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, concentrated 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 senior 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 prospecting approaches and market opportunities to maximize revenue within the territory
• 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