Business Development Representative

Great Gray Trust Company

full-time

Posted on: 10/15/2025

Location Type: Hybrid

Location: Las Vegas • Nevada • 🇺🇸 United States

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Job Level

Junior

About the role

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.

Requirements

Bachelors degree and 1 to 3 years of experience in sales, business development, client engagement asset/investment management, or retirement services.
Strong communication and interpersonal skills.
Experience using CRM platforms such as Salesforce.
Self-motivated and comfortable working independently and in a fast-paced environment.
Knowledge of the retirement or financial services industry is a plus.
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.

Benefits

Be an integral part of an early-stage, high-growth organization!
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

salesbusiness developmentclient engagementasset managementinvestment managementretirement serviceslead generationCRM managementdata managementmarket research

Soft skills

communicationinterpersonal skillsself-motivatedorganizational skillsattention to detailability to manage multiple prioritiesentrepreneurial mindsetcollaborationadaptabilityprofessionalism