May 06, 2026
$75,000 - $85,000 yearly
Retirement Plan Specialist (CIT Sales) 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 Specialist to our Sales team. This is a hybrid wholesaler role responsible for engaging existing and prospective advisor clients through outbound sales activity, relationship management, and targeted territory development. The Retirement Plan Specialist serves as a primary point of contact for advisors within a defined, focused...
Great Gray Group
Boston, MA