Business Development Representative jobs in United States
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Great Gray Trust Company · 20 hours ago

Business Development Representative

Great Gray Group is a leading independent provider of trustee and administrative services to Collective Investment Trusts. They are seeking a Business Development Representative to generate qualified leads and expand RPAG’s advisor and partner network, serving as the first point of contact for prospective clients.

Asset ManagementFinancial ServicesRetirement
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Responsibilities

Conduct outbound prospecting via email, phone, and social channels
Qualify inbound leads and schedule discovery meetings for sales executives
Understand and communicate the value of RPAG’s platform and services
Manage CRM data and maintain accurate records of outreach and engagement
Collaborate with marketing on lead generation campaigns and follow-up
Engage with leads from events such as webinars and industry conferences
Provide regular feedback to the team on lead quality and outreach performance
Research target markets and identify new outreach opportunities
Represent RPAG and Great Gray in a professional and client-focused manner

Qualification

Sales experienceCRM platformsCommunication skillsOrganizational skillsEntrepreneurial mindsetThrive in ambiguityInterpersonal skillsAttention to detailSelf-motivated

Required

Bachelors degree and 1 to 5 years of experience in sales, business development, or client engagement
Strong communication and interpersonal skills
Experience using CRM platforms such as Salesforce
Self-motivated and comfortable working independently and in a fast-paced environment
Strong organizational skills and attention to detail
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
Comfortable navigating ambiguity
Entrepreneurial mindset to bring best practice ideas to the team
Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results-Driven, Collaborative

Preferred

Knowledge of the retirement or financial services industry is a plus

Benefits

Hybrid work environment
Competitive compensation package including 401(k) with elective and non-elective match opportunities
Lifestyle spending allowance program
Medical, Dental, Vision Insurance
Employer-paid life and disability insurance
Generous paid time off program

Company

Great Gray Trust Company

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Great Gray Trust Company offers Collective Investment Trusts focused on retirement investments and acts as trustee for Great Gray Funds.