Retirement Plan Consultant (CIT Sales)

Great Gray Group; Boston (MA); Hybrid; USD 110,000 - 130,000; Full time

Benefits offered by this job

Group medical, dental, and vision insurance

Annual well-being stipend

401(k) plan with employer contributions

Job summary

Great Gray Group in Boston is seeking a Retirement Plan Consultant for its Sales team. The position is a hybrid role responsible for engaging clients through outbound sales and managing relationships within the territory while promoting CIT solutions. Ideal candidates should have a Bachelor's degree, relevant sales experience, and strong communication skills.

In addition to a competitive salary, employees enjoy benefits like medical insurance, 401(k) contributions, and a performance-based bonus. The role requires 4 days onsite and 1 day remote.

Qualifications

• 3-5 years of experience in financial services sales or wholesaling.
• Demonstrated track record of exceeding sales KPIs.
• Willingness to obtain Series 6 or Series 7 license.

Responsibilities

• Execute outbound sales to promote Great Gray’s CIT solutions.
• Manage advisor relationships within a defined territory.
• Prepare and deliver proposals and presentations.

Skills

Sales activity KPIs

Relationship management

Communication skills

Self-motivation

Education

Bachelor’s degree in Finance or Business

Tools

Salesforce

Job description

Role Overview

Great Gray is looking to add a Retirement Plan Consultant to its 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.

Location

This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.

Visa Requirements

Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

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.

Qualifications & Experience

• 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.
• Alignment with core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Base Pay Range

$110,000–$130,000. 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.

Benefits

• Group medical, dental and vision insurance.
• Employer‑paid life and disability insurance.
• Annual well‑being stipend.
• Eligibility to contribute to a 401(k) plan with an advantageous employer contribution model.

Equal Employment Opportunity

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: [e-mail].