🛠 Tech Stack

💼 About This Role

You'll drive sales of Great Gray's CIT solutions to advisors within an assigned territory. You'll execute outbound outreach, manage advisor relationships, and collaborate with cross-functional teams to deepen wallet share. This role offers the opportunity to shape territory strategy and directly impact revenue growth.

🎯 What You'll Do

• Execute high-volume outbound telephone and digital outreach to promote CIT solutions
• Own and manage advisor relationships within assigned territory
• Meet or exceed activity KPIs including call targets and pipeline metrics
• Prepare and deliver compelling proposals and investment materials

📋 Requirements

• Bachelor's degree required; Finance or Business preferred
• 3–5 years experience in internal/hybrid wholesaling or financial services sales
• Series 6 or Series 7 license or willingness to obtain
• Experience with Salesforce or similar CRM platform

✨ Nice to Have

• Working knowledge of defined contribution / 401(k) marketplace
• Familiarity with CITs, mutual funds, and retirement plan structures

🎁 Benefits & Perks

• 💰 Competitive base pay $110k-$130k
• 🎯 Annual incentive bonus based on performance
• 🏢 Hybrid work model with 4 days onsite

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min