Responsibilities

Conduct frequent outbound phone and digital outreach to current and potential advisor clients in a designated area to promote and sell collective investment trust offerings.
Serve as the primary point of contact for advisor relationships, managing day-to-day communication, updates, and growth initiatives.
Achieve or surpass defined performance metrics such as daily call volume, scheduled meetings, new advisor onboarding, and pipeline contributions.
Uncover significant sales prospects and collaborate with external wholesalers to build and execute strategic territory plans.
Respond to incoming inquiries from advisors and internal stakeholders with accurate, timely information about product features and benefits.
Develop and present customized proposals, investment materials, and presentations aligned with client needs.
Ensure all client interactions, sales pipeline stages, and relationship developments are accurately recorded in Salesforce or the designated CRM.
Travel as required to attend industry events, client meetings, and joint sales activities with external partners.
Remain informed on market dynamics, competitive products, and internal service enhancements to effectively represent the firm in client discussions.
Proactively explore new sales techniques, prospecting methods, and market opportunities to increase revenue potential.
Perform additional duties as directed by management.

Work Arrangement

Hybrid — Boston, MA

Team

Retirement Plan Advisory Group (Subsidiary Of Great Gray)

Why Great Gray?

The organization aims to lead the retirement services sector by delivering sophisticated retirement solutions that integrate fiduciary oversight with comprehensive investment choices, cutting-edge technology, and high-touch client support. The focus is on simplifying decision-making, improving transition experiences, and enhancing overall client satisfaction. Continuous improvement is central to operations, with daily efforts to strengthen client relationships, support partners effectively, and build lasting trust.

Your standards reflect our core values

Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration

Other

This role is based in the Boston, MA office.
The organization currently operates under a hybrid model requiring four days per week onsite and one day remote.
Visa sponsorship or transfer of an existing visa is not offered for this position.
Candidates must be authorized to work for any employer in the United States without employer-sponsored visa support.

Not available