Retirement Plan Consultant (CIT Sales)

Job description

Why Great Gray? At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. The Role: Great Gray is looking to add a Retirement Plan Consultant to our 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 Ser...