Retirement Plan Sales Specialist - CIT (Hybrid)

Medium; Boston (MA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Group medical, dental and vision insurance

Employer-paid life and disability insurance

Annual well-being stipend

401(k) plan with employer contribution

Job summary

Great Gray Group is hiring a Retirement Plan Specialist in Boston, MA. This hybrid role involves engaging with existing and prospective advisor clients through outbound sales activities and relationship management. The perfect candidate will have a Bachelor's degree, at least 2 years of experience in financial services or sales, and strong communication skills. Responsibilities include managing advisor relationships and achieving sales targets. A competitive salary of $75,000-$85,000, plus a robust benefits package, is offered.

Qualifications

• 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.
• Strong verbal and written communication skills.

Responsibilities

• Execute outbound telephone and digital outreach to clients.
• Own and manage advisor relationships within a defined territory.
• Meet or exceed established sales activity KPIs.

Skills

Outbound sales

Relationship management

Salesforce

Financial services knowledge

Communication skills

Education

Bachelor’s degree in Finance, Business or related field

Tools

Salesforce

Job description

Great Gray Group is hiring a Retirement Plan Specialist in Boston, MA. This hybrid role involves engaging with existing and prospective advisor clients through outbound sales activities and relationship management. The perfect candidate will have a Bachelor's degree, at least 2 years of experience in financial services or sales, and strong communication skills. Responsibilities include managing advisor relationships and achieving sales targets. A competitive salary of $75,000-$85,000, plus a robust benefits package, is offered.