Account Executive

Great Gray (2 months ago)

HybridFull TimeMedior$90,000 - $125,000Sales

About this role

The Account Executive at Great Gray’s RPAG team is responsible for driving new business for the RPAG retirement plan practice management platform. The role focuses on managing the full sales cycle, from prospecting to close, while working with advisors and institutions in the retirement and financial services markets. The position also involves close collaboration with internal teams to ensure a smooth client handoff and long-term satisfaction. This role is based in either Las Vegas, NV or Aliso Viejo, CA within a hybrid work environment.

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Required Skills

Full Sales Cycle
Outbound Prospecting
Inbound Lead Qualification
Solution Selling
Discovery Calls
Value Propositioning
Stakeholder Communication
CRM Management
Salesforce CRM
Sales Forecasting

+19 more

Qualifications

Bachelor's Degree

About Great Gray

greatgray.com

Great Gray Trust Company is a trust firm that specializes in collective investment trusts (CITs), offering tax‑exempt retirement investment solutions for institutional retirement plans. The firm emphasizes growth‑oriented, technology‑driven innovation to streamline operations and unlock efficiencies for plan sponsors and their participants. Great Gray focuses on expanding and transforming retirement solutions through tailored CIT products designed to help clients meet long‑term retirement goals.

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