Sales Associate

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 Sales Associate to our Sales team. We are launching a Sales Academy designed for early-career sellers ready to fast-track their career growth. Academy members will start in a cohort with a 4-week intensive training program before moving into rotational selling sprints across 3 distinct sales teams spanning fintech and retirement investment solutions. This includes roles across the SaaS and CIT businesses.  Over the course of 4 to 6 months, you’ll develop full-cycle selling skills with a focus on business development and high-velocity selling, before being placed with one of our 3 teams upon successful completion of the program.

This is not a BDR role -- You won't be discovering opportunities only to hand them off to someone else: you will own the sale through close and be compensated for revenue generated. This is a true selling position that compresses what would otherwise be 2+ years of career-building into a single accelerated program.

Location

This position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote. This role requires availability during extended business hours to support clients across U.S. time zones, including early morning and evening coverage. Specific scheduling requirements will be discussed during the interview process.

Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

Responsibilities 

• Build product knowledge and develop selling expertise across fintech and retireme

🔒 Unlock Full Requirements & Apply ($500 Bonus) ↓

📋 Preparation Priorities (Key Areas to Clarify):

• 1. Proposing high-risk, uncalculated financial strategies or ignoring compliance mandates.
• 2. Exhibiting poor analytical rigor or sloppy modeling capabilities.
• 3. Lacking the gravitas required to advise institutional stakeholders or high-net-worth clients.

✨ Recommended Role Alignment Hook:

I combine rigorous fiduciary oversight with strategic financial stewardship to protect and grow institutional capital across economic cycles.