Great Gray Group
retirement services
RetirementPlanConsultant(CITSales)
“Retirement Plan Consultant (CIT Sales) at Great Gray Group. Skills: Retirement Plan Consulting, CIT Sales, Wholesaling, Salesforce CRM. 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 develo”
What You'll Achieve.
Meet or exceed established activity KPIs, including daily outbound call targets, scheduled meetings, new advisor activations, and pipeline contribution metrics; maximize territory revenue
Industry & Context.
Travel as needed to attend client events, industry conferences, and territory meetings alongside external sales team members, Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
What They're Looking For.
Must Have
Series 6 or Series 7 license, or willingness to obtain licensure within a defined period, 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, 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 Have
Bachelor’s degree concentration in Finance, Business, or a related field, Working knowledge of the defined contribution / 401(k) marketplace, including familiarity with CITs, mutual funds, and retirement plan structures, Experience with Salesforce or similar CRM
What You'll Do.
Execute a high volume of outbound telephone and digital outreach to existing and prospective advisor clients within an assigned territory to promote
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
and business development activity
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
and investment-related materials tailored to advisor and plan sponsor needs
up-to-date records of all client interactions
and relationship progression in Salesforce or the designated CRM system
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
How You'll Work.
Team & Collaboration
partners closely with sales leadership; collaborates cross-functionally with Investments and Client Service; leverages CRM tools and data to manage a high-activity, results-oriented book of business; partnering with external wholesalers to develop and execute a coordinated territory strategy; work collaboratively with external wholesalers, investment, and client service teams in a fast-paced, team-oriented culture
Communication Scope
verbal and written communication skills, with the ability to articulate complex investment concepts clearly to advisor audiences
Applying for this Retirement Plan Consultant (CIT Sales) role?
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